Tax Administrative Assistant

Overview

Berry Dunn is seeking a Tax Administrative Assistant to join our Tax Services Group. This role works closely with our Tax Processing Specialists and Tax Operations Manager to support efficient day-to-day operations.

As a Tax Administrative Assistant, you will manage a variety of administrative and clerical responsibilities while bringing accuracy, professionalism, and a positive attitude to your work. This position offers opportunities for growth and expanded responsibilities as you develop your skills and demonstrate your strengths. You will also gain exposure to tax operations, client service processes, and the technology platforms that support our Tax Services Group, providing valuable experience and professional development opportunities.

We are looking for a motivated and highly organized individual who thrives in a fast-paced environment and enjoys managing multiple priorities. The ideal candidate can effectively prioritize and reprioritize tasks throughout the day, work both independently and collaboratively, and contribute to the team's success while meeting deadlines and supporting departmental goals.
This is an in-office position based in our Portland, Maine office.

This role reports directly to the Tax Operations Manager.

Client Documents & Tax Administration

• Assist with delivery of Tax Organizers – including printing, mailing, electronic delivery via Hub Sync or secured email.
• Assist with digitizing, scanning, and processing organizers using tax scanning and processing systems.
• Maintain client transit files and return records to clients after filing deadlines.
• Assist with the distribution of Tax Organizers, including printing, mailing, and electronic delivery via secure client portals and email.
• Assist with printing and mailing returns.
• Prepare, Print, and mail invoices.
• Sort and distribute incoming tax mail to team members.
• Order office supplies for the Processing mail room.
• Process new client forms, client updates, including initial setup across firm systems.

Training, Meetings & Events

• Schedule meetings, trainings, webinars (Zoom/Teams), room reservations.
• Coordinate meal arrangements for meetings, trainings, and events.
• Coordinate Tax Group celebrations & social activities, & training events.

Administrative Reporting & Team Support

• Maintain the Tax Services Organizational Chart on Info Link and upload new files/videos for staff when needed.
• Maintain the Tax Personnel Tracker.

We value team members who are collaborative, professional, and growth-oriented. In this role, you will contribute to team goals, build positive working relationships, and support a service-focused culture while continuously developing your skills and knowledge.

• Strong attention to detail and a high level of quality in your work product.
• Excellent organizational abilities and administrative skills.
• Ability to prioritize, organize, and manage multiple responsibilities in a fast-paced environment while working independently and collaboratively.
• Ability to handle confidential and sensitive information.
• Ability to understand and meet deadlines, including following up with stakeholders as needed.
• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and Adobe Acrobat.
• Experience with client portal, document management, workflow, or tax software platforms, including Hub Sync, Salesforce, the CCH Axcess Platform, and CCH Pro System fx Scan & Auto Flow, is helpful but not required.

The hourly rate for this role is $26 to $30 per hour. This rate range represents Berry Dunn’s good faith and reasonable estimate of the possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final rate may then be based on those additional qualifications;

compensation decisions are dependent on the facts and circumstances of each case. The hourly rate for the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit,…