Tax Administrative Assistant

BerryDunn

Posted 2 months ago

Full Time

Portland, Maine

Hybrid

Smart Summary

Responsibilities

The Tax Administrative Assistant supports the Tax Services Group by managing clerical tasks such as processing client documents, organizing mail, and coordinating team meetings and events. This role also involves maintaining internal tax records and assisting with the preparation of engagement letters and invoices.

Qualifications

You have excellent organizational and administrative skills with a strong attention to detail, allowing you to effectively manage multiple priorities in a fast-paced environment. You are proficient with Microsoft Suite and Adobe Acrobat, and possess the ability to handle confidential information and meet deadlines.

Must Have Skills for ATS

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Adobe Acrobat

CCH Axcess Platform

Job Description

Overview

BerryDunn is seeking a Tax Administrative Assistant to join our Tax Services Group. This role is integral to the success of our team and works closely with our Tax Processing Specialists to support smooth and efficient daily operations. As a Tax Administrative Assistant, you will manage a variety of administrative and clerical responsibilities, bringing accuracy, professionalism, and a positive attitude to your work. This position also offers opportunities for growth and expanded responsibilities as you build skills and demonstrate your strengths. We are looking for a motivated, organized individual who thrives in a collaborative environment and enjoys juggling multiple priorities. The ideal candidate can confidently prioritize and reprioritize tasks throughout the day, work independently when needed, and contribute effectively as part of a team to meet deadlines. This role reports directly to the  Tax Operations Manager.

This is an in-office/hybrid position that may be based out of one of our following locations:

  • Bangor, ME
  • Portland, ME

You Will

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.

You Have

  • 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

Compensation Details

The hourly rate for this role is $26 to $30 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.

BerryDunn Benefits & Culture

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.

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.  ​ “BerryDunn” is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BDMP Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Berry, Dunn, McNeil & Parker, LLC and its subsidiary entities provide tax, advisory, and consulting services to their clients. ​ © 2025 BerryDunn. All Rights Reserved.
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