Receptionist/ Tax Assembly Associate - #1399902

BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.

We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!

Primary Purpose

This Receptionist/ Tax Assembly Associate position provides administrative and client service support to the Company. The Tax Assembly portion of the role provides timely and courteous service to all clients and firm personnel including organizing, scanning, and processing tax documents and assembling tax returns. The Receptionist portion of the role provides general office support with a variety of clerical activities and related tasks including answering incoming calls, directing calls to appropriate team members, mail distribution, and flow of correspondence.

Responsibilities Include But Are Not Limited To

• Answer phones, direct calls, and communicate messages to team members
• Greet and direct visitors and clients
• Receive, sort, and distribute incoming mail
• Complete administrative projects as needed
• Coordinate express delivery services (FedEx, courier, etc.)
• Assemble tax returns that are neat and accurate in a timely manner for presentation to client
• Maintain cleanliness of reception area and all common areas such as conference rooms, storage rooms and employee café
• Work closely with other team members to clarify and resolve issues that arise during the assembly of tax returns
• Maintain a working knowledge and competency of appropriate software applications utilized by the Firm, including Word, Excel, Outlook, and Adobe Acrobat
• Create and maintain filing systems
• Maintain appropriate levels of office supplies throughout office including those of employee café
• Ability to give and follow instructions accurately and efficiently, proactive in asking clarifying questions to ensure work effort is directed wholly toward desired outcome
• Excellent communication skills along with great or developing negotiation skills
• Willingness and ability to adapt to new circumstances, information, and challenges
• Ability to travel to client sites when needed
• Demonstrates a positive, can-do attitude
  
  

Preferred Skills & Qualifications

• High school diploma or equivalent
• At least 1-3 years related reception or front desk/administrative experience required
• Previous experience in Tax Preparation preferred
  
  

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: ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
  
  

Not sure if you qualify? Think about applying anyway!

We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and background. We are excited to learn more about you and encourage you to apply!

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.