Administrative Assistant

Boeckermann Grafstrom & Mayer; BLOOMINGTON (MN); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

18 days paid time off

8 paid holidays

Medical with HSA and FSA options

Dental and vision insurance

401(k) with company contribution

Personal financial planner

Job summary

Boeckermann Grafstrom & Mayer (BGM) is seeking a highly organized Administrative Assistant for our Bloomington, MN office to support partners and professional staff. The role emphasizes structure, timely follow-through, and meticulous attention to detail in a fast-paced public accounting environment.

The ideal candidate will manage calendars, assist with client communications, and coordinate tax return workflows while maintaining confidentiality and professional standards.

Qualifications

• 3+ years of administrative experience in a professional office environment.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
• Experience supporting multiple professionals simultaneously is preferred.
• Previous experience in a public accounting, legal, financial services, or other professional services environment is a plus.
• Excellent written and verbal communication skills.
• Ability to quickly learn new software applications, including programs such as Axcess Tax, Document, Workflow, SafeSend, and Suralink.

Responsibilities

• Manage calendars, schedule appointments, and coordinate meetings
• Answer incoming phone calls and monitor shared email inboxes, responding or routing inquiries as appropriate
• Assist 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
• Coordinate 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
• Assist with administrative projects and other duties as assigned
• Provide day-to-day administrative support that helps partners and staff stay organized and focused on serving clients

Skills

Calendar management

Attention to detail

Organizational skills

Communication skills

Multitasking

Customer service

Tools

Microsoft Office

Adobe Acrobat Pro

Document management systems

Axcess Tax

Suralink

Job description

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 partner with our clients to create innovative solutions that help grow their businesses, achieve their goals, and realize their passions.

We serve clients across a variety of industries, including agriculture, healthcare, cannabis, professional services, manufacturing, and more.

We are seeking a highly organized and detail-oriented Administrative Assistant to join our Bloomington office.

About the Role

This position provides administrative support to partners and professional staff while helping deliver exceptional service to our 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. You'll work closely with professionals who rely on strong organization, timely follow-through, and meticulous attention to detail to serve their clients effectively.

If you're someone who enjoys checking the details twice, keeping things on track, and making sure nothing falls through the cracks, we'd love to meet you.

Responsibilities

• Manage calendars, schedule appointments, and coordinate meetings
• Answer incoming phone calls and monitor shared email inboxes, responding or routing inquiries as appropriate
• Assist 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
• Coordinate 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
• Assist with administrative projects and other duties as assigned
• Provide day-to-day administrative support that helps partners and staff stay organized and focused on serving clients

What Makes Someone Successful in This Role

The ideal candidate is someone who:

• Has exceptional attention to detail and takes 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
• Is proactive and anticipates administrative needs before being asked
• Thrives in a fast-paced environment while maintaining accuracy
• Is 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 is preferred
• Previous experience in a public accounting, legal, financial services, or other professional services environment is a plus
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
• Experience with Adobe Acrobat Professional and electronic document management systems preferred
• 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)

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.
• Work-Life Balance. 18 days paid time off, 8 paid holidays,
• ComprehensiveBenefits. Medical with HSA and FSA options, dental, and vision.
• Retirement Planning. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Community Involvement. Get paid to give your time to the community:ask us about this!
• Educational Support. Whether you're pursuing higher education or working toward professional development, we're happy to help support your continued learning.

Not sure if you qualify? Think about applying anyway!

We understand that not every candidate will meet every qualification listed above. If you're organized, detail-oriented, eager to learn, and excited about supporting a collaborative team, we encourage you to apply. We value diverse experiences and believe great employees come from a variety of backgrounds.

BGM is proud to be an Equal Opportunity Employer. We are committed to creating a workplace where everyone feels welcomed, respected, and supported. Employment decisions are made without regard to race, color, religion, age, sex, national origin, disability, veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law.