BerryDunn is seeking a Tax Administrative Assistant to join our Tax Services Group. This role is essential to the success of our team and works closely with our Tax Processing Specialists to ensure smooth and efficient operations. As a Tax Administrative Assistant, you will handle a variety of administrative and clerical tasks with accuracy, professionalism, and enthusiasm. This position offers opportunities for growth and additional responsibilities as you demonstrate your capabilities.

We are looking for a self-motivated and organized individual who thrives in a collaborative environment and excels at multitasking. The ideal candidate will be able to prioritize and reprioritize tasks throughout the day, working both independently and as part of a team to meet deadlines. This position will sit in our Portland, Maine office and report directly to the Tax Operations Manager.

Support the Tax Services Group by completing the following:

Organizers, ELs & Mailing Client Documents:

• Assist with sending Tax Organizers (printing & mailing)
• Assist with digitizing, scanning, and processing organizers through autoflow
• File client records in transit files (completed organizers, support, etc.)
• Mail client records back after deadlines
• Assist with Tax-Only Engagement Letter preparation
• Assist with printing and mailing returns
• Prepare, Print, and mail invoices to clients
• Sort through tax mail and distribute to team members as needed
• Order office supplies for the Processing mail room
• Send/Receive New Client Form to team members

Training & Events:

• Scheduling meetings, trainings, webinars (Zoom/Teams), room reservations
• Ordering meals (lunch, dinner, tax meetings)
• Coordinate Tax Group Celebrations & Social Activities & Trainings
• Work with the Tax Operations Manager to book, organize annual Tax Daze in December

Reporting:

• Maintain the tax ORG Chart on InfoLink and upload new files/videos for staff when needed
• Maintain the tax personnel tracker

Additionally, you will demonstrate teamwork by working as a team member; understanding individual and team roles; contributing to a positive working environment by building solid relationships with team members; and proactively seek guidance, clarification and feedback.

• Strong attention to detail and a high level of quality in your work product
• Excellent organizational abilities and administrative skills
• Ability to work independently, prioritize work, and multi-task within in fast-paced environment
• Ability to handle confidential and sensitive information
• Ability to understand and meet deadlines, including following up with stakeholders, as necessary
• Proficiency with the Microsoft Suite of software (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat
• Experience with CCH Axcess Platform (Tax, Document, Workflow, etc) helpful, though not required

The hourly rate for this role is $22 to $25 per hour. This rate range represents BerryDunn’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, education, training, amount of travel, and other relevant business considerations. 

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact careers@berrydunn.com to request an accommodation.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

About BerryDunn

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. 

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.