Receptionist/Tax Assembly Associate
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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 they're looking for
- 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 have
- Previous experience in tax, accounting, financial services, or another professional services environment is a plus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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.
Company
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