Receptionist/Tax Assembly

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Hourly
Rate:
Range $16.00 - $22.00
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Work Schedule

Standard Hours
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Benefits

Paid Time Off
Paid holidays
Medical insurance
Dental Insurance
Vision Insurance
401(k) Plan
educational benefits

Job Description

BGM is a dynamic and forward-thinking firm dedicated to more than just problem-solving. Our mission is to anticipate needs, provide insightful solutions, and create new opportunities for entrepreneurs, business owners, organizations, and individuals. We proudly cater to a diverse portfolio of industries such as agriculture, healthcare, cannabis, professional services, and many more, helping our clients achieve their goals and realize their passions. Through our expert teamwork and commitment to service excellence, we strive to be a trusted partner across the various sectors we support.

This position is for a Receptionist/Tax Assembly Associate, a pivotal role that blends client-facing responsibilities with behi... Show More

Job Requirements

  • High school diploma or equivalent
  • 1-3 years of reception, front desk, or administrative experience
  • prior experience in tax preparation or financial services preferred
  • strong communication skills
  • attention to detail
  • ability to follow instructions accurately and ask clarifying questions
  • proactive, adaptable, and solution-oriented mindset
  • positive attitude
  • comfort with technology and learning new software systems

Job Qualifications

  • High school diploma or equivalent
  • 1-3 years of reception, front desk, or administrative experience
  • prior experience in tax preparation or financial services preferred
  • strong communication skills
  • attention to detail
  • ability to follow instructions accurately and ask clarifying questions
  • proactive and adaptable nature
  • positive, can-do attitude
  • comfortable using technology and learning new systems

Job Duties

  • Serve as the first point of contact: answer phones, direct calls, greet and assist clients and visitors
  • receive, sort, and distribute mail
  • coordinate express deliveries such as FedEx and courier
  • assemble and prepare neat, accurate tax returns for client presentation
  • scan, organize, and process tax documents efficiently
  • maintain reception and common areas ensuring a professional office environment
  • monitor and restock office and cafe supplies
  • support team members by clarifying and resolving tax assembly questions
  • assist with administrative projects and create/maintain filing systems
  • utilize firm software tools including Microsoft Office Suite and Adobe Acrobat

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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