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Jobs · Administrative · Minnesota

Receptionist/Tax Assembly Associate

BGM · Bloomington, MN · 1 mo ago
On-siteAdministrativeFull-time

About BGM

At BGM, we do more than solve problems — we anticipate needs, provide insight, and create opportunities. Our mission is to help entrepreneurs, business owners, organizations, and individuals achieve their goals and realize their passions. We serve clients across a variety of industries, including agriculture, healthcare, cannabis, professional services, and more.

Position Overview

BGM is seeking a Receptionist / Tax Assembly Associate to join our team. This position plays an important role in creating a welcoming, professional experience for our clients while providing administrative and tax-processing support to our team. The ideal candidate is organized, detail-oriented, comfortable balancing multiple priorities, and enjoys being the person others can count on to keep things moving. This role combines traditional front-desk responsibilities with tax return assembly and document processing, particularly during busy tax seasons.

What You'll Do

  • Serve as a first point of contact for BGM by greeting clients and visitors, answering incoming calls, and directing questions to the appropriate team member
  • Receive, sort, and distribute incoming mail and coordinate outgoing mail, FedEx, courier, and other deliveries
  • Assemble and prepare accurate, professional tax returns and related documents for client delivery
  • Scan, organize, and process tax documents and other client information
  • Help troubleshoot and resolve tax assembly questions in collaboration with team members
  • Maintain an organized and professional reception area and shared office spaces
  • Monitor and restock office, café, and general supplies
  • Assist with administrative projects and maintain organized electronic and physical filing systems
  • Utilize Microsoft Office, Adobe Acrobat, and other Firm technology and software
  • Provide additional administrative support to the team as needs arise

What We're Looking For

  • High school diploma or equivalent required
  • 1–3 years of reception, front desk, administrative, or similar professional experience
  • Previous experience in tax, accounting, financial services, or another professional services environment is a plus
  • Strong interpersonal and communication skills with a client-service mindset
  • Excellent attention to detail and commitment to accuracy
  • Ability to follow established processes while knowing when to ask questions or seek clarification
  • Strong organizational and time-management skills with the ability to shift priorities as needed
  • Proactive, adaptable, and willing to jump in where needed
  • Comfortable using technology and learning new systems and processes

What You'll Love About Us

  • Make an Impact. We value your individuality and give you opportunities to grow, contribute, and make a difference regardless of your position.
  • Rest and Recharge. Enjoy 18 days of paid time off and 8 paid holidays.
  • Health Benefits. Medical coverage with HSA and FSA options, plus dental and vision insurance.
  • Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and legal and life insurance benefits.
  • Give Back. Get paid to spend time giving back to the community — ask us about our volunteer opportunities!
  • Educational Benefits. Whether you're studying for your CPA or currently enrolled in higher education, BGM may be able to help cover some of those expenses.

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