Administrative Assistant I

Boyum Barenscheer Wealth Management, LLC.; BLOOMINGTON, Northern (MN, KY); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

PTO & holidays

Health plans

401(k) plan

CPA assistance

Tuition reimbursement

Hybrid/remote options

Job summary

Boyum Barenscheer Wealth Management, LLC. is seeking an Administrative Assistant I to support the firm under guidance. You will help manage front desk duties, document handling, and client records with a focus on accuracy and confidentiality.

The role emphasizes organizational skills, reliable communication, and proficiency with MS Office; experience with accounting software is a plus. Flexible work arrangements may apply, including in-office and hybrid options.

Qualifications

• HS diploma or equivalent is required; AA degree preferred.
• 0–1 year of general administrative/office experience.
• Working knowledge of Microsoft Office (Word/Outlook); exposure to accounting software helpful.

Responsibilities

• Provide reception coverage and create a welcoming front desk experience.
• Maintain clean, client-ready reception and common areas.
• Process mail, packages, and faxes; coordinate courier services as directed.

Skills

Organizational skills

Communication skills

Attention to detail

Education

High school diploma or equivalent

Associate's degree preferred

Tools

Microsoft Word

Outlook

Karbon

GoFileRoom

TaxCaddy

SurePrep

Engagement Manager

UltraTax

Job description

Description

Boyum Barenscheer is your local, trusted accounting firm with 50 years of experience providing audit, tax, and advisory services to businesses across a variety of industries. We focus on building strong relationships and offering tailored solutions that help our clients succeed in an ever-changing business landscape.

Administrative Assistant I Summary

The Administrative Assistant I provides day-to-day support to the firm under the close direction of the Administrative Manager and more experienced administrative team members. Individuals in this role are developing foundational proficiency in the firm's administrative processes, tools, and client service standards, with an emphasis on accuracy, responsiveness, and follow-through. The role is entrusted with maintaining strict confidentiality regarding Firm and Client matters and contributes to a welcoming, well-organized office environment that supports the productivity of the broader team.

Administrative Assistant I Responsibilities

• Provides reception coverage as scheduled and supports a professional, welcoming front desk experience.
• Helps maintain the reception area and common spaces to ensure they are client-ready.
• Receives, posts, and distributes mail, packages, and faxes; coordinates courier or specialty mail services as directed.
• Assists with monitoring inventory of office supplies, kitchen supplies, beverages, and snacks.
• Processes incoming tax documents by sorting and preparing files for scanning.
• Assists with scanning, filing, and organizing physical and digital client records.
• Assembles tax returns and client deliverables for paper or electronic distribution.
• Assists with sending tax returns, 1099s, and related documents through e-file systems and tracks acknowledgments under guidance.
• Helps prepare and distribute engagement letters, tax organizers, and routine client correspondence.
• Drafts basic correspondence, schedules meetings, and takes meeting minutes as requested.
• Enters and maintains accurate client contact information and communication preferences in firm systems.
• Provides administrative support to partners and staff as requested.
• Performs other duties as assigned to build proficiency across the administrative function.

Requirements

Administrative Assistant I Qualifications and Education

• High school diploma or equivalent required; Associate's degree (A.A.) from a two-year college or technical school preferred.
• 0–1 year of general administrative or office experience, or an equivalent combination of education and experience.
• Working knowledge of Microsoft Office programs, especially Word and Outlook. Exposure to accounting software programs such as Karbon, GoFileRoom, TaxCaddy, SurePrep, Engagement Manager, or UltraTax is helpful but not required.
• Developing organizational skills with the ability to follow direction and prioritize assigned work.
• Solid written, proofreading, and oral communication skills.
• Applicants must be currently authorized to work in the United States on a full-time basis.

Why Boyum is Right for You

• Aligned values. We're all about Getting Things Done, Working with Purpose, and being Caring and Thoughtful for our team and our clients.
• Work Life Balance. Enjoy 20 days of PTO plus 9 paid holidays to unplug and refresh.
• Health is a priority. Firm paid for medical plans*, HSA and FSA options, Dental, Vision, and Nice Healthcare.
• Prepare for the future. 401(k) with a company safe harbor contribution, access to Boyum Barenscheer Wealth Management, Identity Protection, and more.
• Get rewarded for continuing education. CPA assistance and completion bonus, access to Becker learning platform, and tuition reimbursement.
• Flexibility to match your lifestyle. Depending on the role and location, we offer opportunities for in-office, hybrid, and remote work arrangements.
  

Boyum Barenscheer is an equal opportunity employer and values diversity in our workforce. We encourage candidates of all backgrounds to apply.

*For applicable individual only medical plans.