Executive Administrative Assistant

1 month ago

Bloomington, United States BGM Full time

Who is BGM?


BGM offers entrepreneurs, business owners, organizations and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs. We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more


We are seeking an experienced Executive Assistant in our Bloomington, MN office.


The Executive Assistant will provide key administrative support to the partners and professional staff to provide exceptional service to the firm’s clients. This position requires and experienced professional to manage multiple relationships both internally across the firm and externally with clients, excellent time management skills and an ability to understand and adapt to our client’s needs. An advanced proficiency level of administrative skills including communication and computing is required. The successful candidate has the ability to thrive in a fast-paced professional environment, be a self-starter with strong abilities to multi-task, work efficiently, and have flexibility to changes in schedule and work hours during tax season.


Responsibilities include but are not limited to:

• Manage incoming calls and emails, and provide follow-up responses

• Respond to client’s needs and work to maintain client satisfaction

• Effectively and accurately manage outlook calendars on a daily basis, including coordinating meetings and appointments and proactively addressing any conflicts that arise. This may include managing logistics for internal and external meetings and travel arrangements, as necessary

• Print scheduling reports, prepare expense reports, and workflow status reports

• Coordinate electronic workflow system for processing of tax returns for individual, trust, foundation and business tax returns

• Coordinate client communication during tax season by pre-scheduling appointments, requesting additional information after interviews, and arranging delivery of final product

• Compile, scan, edit (insert bookmarks, notes, and highlighting of text) and electronically file support information used for tax preparation, using Adobe Acrobat professional for tax returns prepared by Shareholders

• Input tax data for clients interviewed by Shareholders, using client organizer and support documentation provided

• Manage highly confidential and sensitive matters for client accounts, including cash management, document preparation and project coordination (work in process, such as audits, estate planning, buy-sell transactions and more) using both paper and electronic document management solutions (both network and online based systems)

• Manage highly confidential and sensitive matters for Principal’s additional business interests and professional associations using both paper and electronic document management solutions

• Other duties as assigned


Preferred Qualifications and Skills:

• 5+ years of experience as an Administrative capacity supporting C-Suite or Executive level leaders; previous experience of a similar nature in a public accounting firm and basic accounting experience and skills are strongly preferred

• Excellent organizational and interpersonal skills

• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat

• Demonstrated ability to manage multiple tasks simultaneously and problem solve

• Strong written and communication skills

• Knowledgeable of business grammar and basic proofreading skills

• Professional demeanor and appearance

• Meticulous attention to detail and strong follow-up skills

• Ability to learn new computer programs or experience using programs such as Axcess Tax, Document and Workflow, SafeSend and Suralink

• Capability of working in a fast-paced environment and meeting deadlines

• Demonstrated team player with a positive attitude

• Ability to work extended hours (5-10 hours per week from end of February through April 15th), with flexibility on when extra hours occur


What You'll Love About Us

  • Compensation. We offer a competitive salary + bonus opportunities
  • Rest and Relaxation. 4 weeks paid time off, 8 paid holidays, and Summer hours for eligible employees
  • 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.
  • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. Whether you are new to accounting, returning to work after a gap in employment or looking to take the next step in your career, we are excited to learn more about you and encourage you to apply

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.

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