Receptionist/Tax Assembly Associate

BGM Group • Bloomington, MN

5d • Onsite

About The Position

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.

Requirements

• High school diploma or equivalent required
• 1–3 years of reception, front desk, administrative, or similar professional experience
• 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

Nice To Haves

• Previous experience in tax, accounting, financial services, or another professional services environment is a plus

Responsibilities

• 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

Benefits

• 18 days of paid time off
• 8 paid holidays
• Medical coverage with HSA and FSA options
• Dental insurance
• Vision insurance
• 401(k) with a generous company contribution
• Access to a personal financial planner
• Legal insurance benefits
• Life insurance benefits
• Paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED