Seasonal Back Office Support Specialist

3 weeks ago


Sun City West, Arizona, United States Berger Financial Full time
Job Summary

We are seeking a detail-oriented and proactive Temporary Back Office Support Specialist to join our team from January to April 2025 and assist with a range of administrative and operational responsibilities. This role is crucial in maintaining the smooth operation of our tax accounting processes.

Key Responsibilities
  • Prepare and organize client documents for tax filing, ensuring accuracy and completeness.
  • Assemble tax returns and supporting documentation as needed.
  • Scan and digitize documents for electronic record-keeping, while maintaining and organizing both physical and digital files in compliance with company policies and regulatory requirements.
  • Provide general administrative support to tax accountants and other staff.
  • Maintain an organized back office environment that supports efficient workflow, including managing supplies and inventory.
  • Adhere to all relevant legal and regulatory requirements regarding document handling and client confidentiality.
Requirements
  • Experience in an administrative or support role, ideally within tax accounting or financial services.
  • Strong organizational skills with the ability to multitask and prioritize effectively.
  • Proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with tax accounting software is a plus.
  • Excellent attention to detail and accuracy in document management and data entry.
  • Strong written and verbal communication skills, with a professional demeanor when interacting with clients and team members.
  • Ability to work independently and collaboratively in a fast-paced environment.
About Us

Berger Financial Group is a premier financial services firm with a strong presence in the industry. We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth.



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