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Seasonal Office & Tax Administrator

Seasonal Office & Tax Administrator

Berger Financial Group IncScottsdale, Arizona, United States, 85255
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Description :

Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Scottsdale Team as a Seasonal Office & Tax Administrator. The Office & Tax Admin plays a key role in creating a warm and welcoming environment for our clients and guests, contributing significantly to the overall client experience. The ideal candidate should demonstrate strong attention to detail, be comfortable working both independently and as part of a team, and possess the ability to research tasks and consult external resources when necessary.

Work Schedule :

  • Monday - Friday, 9 : 00am - 4 : 00pm

Responsibilities :

  • Greet clients and guests, ensuring a welcoming atmosphere.
  • Answer and direct phone calls to the appropriate staff.
  • Maintain a neat and professional reception area and office.
  • Sort, open, and distribute mail.
  • Restock supplies in the reception area and office.
  • Schedule meetings for clients and staff.
  • Scan documents and assist staff with various projects.
  • Accurately maintain and update client documentation in company systems.
  • Accurately assembling and delivering tax returns for clients.
  • Develop working knowledge of new systems and seek to improve existing processes.

    • Requirements :

  • 1+ years of experience in a receptionist role or similar.
  • Excellent written and verbal communication skills for maintaining strong, professional client relationships.
  • Strong computer skills to navigate the latest financial tools and technology.
  • A proactive problem-solving approach and the ability to seek innovative solutions.
  • Exceptional organizational skills and a strong attention to detail.

    • Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include :

  • Financial & Retirement Planning
  • Portfolio Development & Management
  • Income Tax Planning & Preparation

    • PI965c5aadbd0d-30511-38800385

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    Office Administrator • Scottsdale, Arizona, United States, 85255

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