What are the responsibilities and job description for the Receptionist/Tax Assembly position at BGM Group?
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 proudly serve diverse industries, including agriculture, healthcare, cannabis, professional services, and more.
Position Overview:
We are seeking a Receptionist/Tax Assembly Associate to provide exceptional client service and administrative support. This role combines front-desk responsibilities with tax assembly tasks, ensuring an efficient, professional, and welcoming experience for both clients and staff.
Responsibilities include but are not limited to:
- 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 (FedEx, courier, etc.)
- 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 café 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
Preferred Skills & Qualifications:
- High school diploma or equivalent required
- 1–3 years of reception, front desk, or administrative experience required
- Prior experience in tax preparation or financial services preferred
- Strong communication skills and attention to detail
- Ability to follow instructions accurately and ask clarifying questions
- Proactive, adaptable, and solution-oriented with a positive, can-do attitude
- Comfortable using technology and learning new systems
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.
- Rest and Relaxation. 18 days paid time off, 8 paid holidays,
- Health Benefits. Medical with HSA and FSA options, dental, and vision.
- Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
- Give back. Get paid to give your time to the community: ask us about this!
- Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
Our Commitment to Diversity
Not sure if you qualify? Think about applying anyway! Not sure if you check every box? Apply anyway! At BGM, we value diverse experiences and perspectives. We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees can thrive.
BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of 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 federal, state or local law.
Salary : $20 - $25