Receptionist / Tax Assembly

BGM GroupMinneapolis, MN, US

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Receptionist / Tax Assembly Associate

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 proudly serve diverse industries, including agriculture, healthcare, cannabis, professional services, and more.

Position Overview

We are seeking a Receptionist / Tax Assembly Associate to provide exceptional client service and administrative support. This role combines front-desk responsibilities with tax assembly tasks, ensuring an efficient, professional, and welcoming experience for both clients and staff.

Responsibilities Include But Are Not Limited To :

Serve as the first point of contact : answer phones, direct calls, greet and assist clients and visitors
Receive, sort, and distribute mail; coordinate express deliveries (FedEx, courier, etc.)
Assemble and prepare neat, accurate tax returns for client presentation
Scan, organize, and process tax documents efficiently
Maintain reception and common areas, ensuring a professional office environment
Monitor and restock office and caf supplies
Support team members by clarifying and resolving tax assembly questions
Assist with administrative projects and create / maintain filing systems
Utilize Firm software tools including Microsoft Office Suite and Adobe Acrobat

Preferred Skills & Qualifications

High school diploma or equivalent required

13 years of reception, front desk, or administrative experience required

Prior experience in tax preparation or financial services preferred

Strong communication skills and attention to detail

Ability to follow instructions accurately and ask clarifying questions

Proactive, adaptable, and solution-oriented with a positive, can-do attitude

Comfortable using technology and learning new systems

What You'll Love About Us

Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.

Rest and Relaxation. 18 days paid time off, 8 paid holidays,

Health Benefits. Medical with HSA and FSA options, dental, and vision.

Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.

Give Back. Get paid to give your time to the community.

Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.

Our Commitment to Diversity

Not sure if you qualify? Think about applying anyway! Not sure if you check every box? Apply anyway! At BGM, we value diverse experiences and perspectives. We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees can thrive.

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

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Assembly • Minneapolis, MN, US