Receptionist/Tax Assembly Associate

bgmgroup; BLOOMINGTON (MN); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Health benefits

401(k) with company contribution

Volunteer opportunities

Educational benefits

Job summary

bgmgroup is seeking a Receptionist / Tax Assembly Associate to join our Bloomington, MN office. This role combines front-desk duties with tax document assembly and processing, delivering professional client experiences and efficient administrative support.

You'll greet clients, manage mail and deliveries, assemble tax returns, organize documents, and collaborate with the team using Microsoft Office and Adobe Acrobat to ensure accuracy during busy tax seasons.

Qualifications

• Requires a high school diploma or equivalent.
• 1–3 years of reception, front desk, administrative, or similar experience.
• Experience in tax, accounting, or professional services is a plus.
• Strong interpersonal and client-service mindset.
• Excellent attention to detail and accuracy.
• Able to follow established processes and seek clarification when needed.
• Strong organizational and time-management skills with ability to shift priorities.
• Proactive, adaptable, and willing to assist where needed.
• Comfortable using technology and learning new systems.

Responsibilities

• Greet clients and visitors and route questions to the right team.
• Receive, sort, and distribute mail and coordinate deliveries.
• Assemble and prepare accurate, professional tax returns and related documents for client delivery.
• Scan, organize, and process client tax documents.
• Troubleshoot tax assembly questions with the team.
• Maintain a clean, organized reception area and offices.
• Monitor and restock office supplies.
• Assist with administrative projects and filing systems.
• Use Microsoft Office, Adobe Acrobat, and Firm software.
• Provide additional administrative support as needed.

Skills

Client service mindset

Attention to detail

Organizational skills

Time management

Communication skills

Adaptability

Tech-savvy

Education

High school diploma or equivalent

Tools

Microsoft Office

Adobe Acrobat

Job description

About BGM

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

Position Overview

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.

What You'll Do

• 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

What We're Looking For

• High school diploma or equivalent required
• 1–3 years of reception, front desk, administrative, or similar professional experience
• Previous experience in tax, accounting, financial services, or another professional services environment is a plus
• 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

What You'll Love About Us

• Make an Impact. We value your individuality and give you opportunities to grow, contribute, and make a difference regardless of your position.
• Rest and Recharge. Enjoy 18 days of paid time off and 8 paid holidays.
• Health Benefits. Medical coverage with HSA and FSA options, plus dental and vision insurance.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and legal and life insurance benefits.
• Give Back. Get paid to spend time giving back to the community — ask us about our volunteer opportunities!
• Educational Benefits. Whether you're studying for your CPA or currently enrolled in higher education, BGM may be able to help cover some of those expenses.

Our Commitment to an Inclusive Workplace

Not sure you check every box? We still encourage you to apply. At BGM, we value different experiences, backgrounds, and perspectives and believe they make our teams stronger.

BGM is proud to be an equal opportunity employer. We believe a strong culture and employee experience start with the people we hire and a workplace where everyone has the opportunity to thrive. It is our policy to provide equal employment opportunities without discrimination based on 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 applicable federal, state, or local law.