Administrative Assistant

BGM offers advisory, audit, accounting, and tax services to meet the needs of entrepreneurs, business owners, organizations, and individuals. We partner with our clients to create innovative solutions that help grow their businesses, achieve their goals, and realize their passions. We serve clients across various industries, including agriculture, healthcare, cannabis, professional services, manufacturing, and more.

About the Role

This position provides administrative support to partners and professional staff while delivering exceptional service to clients. The ideal candidate is someone who enjoys creating structure, keeping projects organized, and ensuring every detail is handled accurately. This role requires someone who is dependable, proactive, and comfortable managing multiple priorities in a fast-paced public accounting environment.

Responsibilities

• Manage calendars, schedule appointments, and coordinate meetings
• Answer incoming phone calls and monitor shared email inboxes, responding or routing inquiries as appropriate
• Aid with client communications, including scheduling appointments, requesting documentation, and coordinating delivery of completed tax returns
• Prepare, proofread, format, and assemble client correspondence and other documents
• Cook up tax return workflow by routing documents, monitoring due dates, and tracking project status
• Organize, scan, edit, bookmark, and electronically file documents using Adobe Acrobat and the firm's document management systems
• Prepare expense reports, scheduling reports, and other administrative reports
• Maintain accurate electronic and paper files while ensuring the confidentiality of sensitive client information
• Support administrative projects and other duties as assigned

Qualifications

• Exceptional attention to detail and pride in producing accurate work
• Enjoys organizing information, managing calendars, and creating efficient processes
• Follows through on commitments and rarely lets tasks fall through the cracks
• Proactive and anticipates administrative needs before being asked
• Thrives in a fast-paced environment while maintaining accuracy
• Comfortable supporting professionals with high standards and appreciates working in a structured, detail-oriented environment
• Communicates professionally with clients and colleagues
• Maintains confidentiality and exercises good judgment

Preferred Qualifications

• 3+ years of administrative experience in a professional office environment
• Experience supporting multiple professionals simultaneously
• Previous experience in a public accounting, legal, financial services, or other professional services environment
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
• Experience with Adobe Acrobat Professional and electronic document management systems
• Strong organizational, time management, and problem-solving skills
• Excellent written and verbal communication skills
• Strong proofreading and editing abilities
• Ability to quickly learn new software applications, including programs such as Axcess Tax, Document, Workflow, SafeSend, and Suralink
• Professional demeanor and commitment to providing outstanding client service
• Ability to work additional hours during tax season (approximately 5–10 hours per week from late February through April 15)