Administrative Assistant

2 days ago

Minneapolis, Minnesota, United States BGM Group Full time
Job Summary

We are seeking an experienced Administrative Assistant to provide key support to our partners and professional staff in our Bloomington, MN office. The successful candidate will have excellent organizational and interpersonal skills, proficiency in MS Office and Adobe Acrobat, and the ability to manage multiple tasks simultaneously.

Key Responsibilities

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

  • 1-3 years of experience; previous experience of a similar nature in a public accounting firm and basic accounting experience and skills are strongly preferred but will consider candidates with experience in a direct support or office administration position as well
  • 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 We Offer

  • Competitive salary + bonus opportunities
  • 4 weeks paid time off, 8 paid holidays
  • Medical with HSA and FSA options, dental, and vision
  • 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance
  • Get paid to give your time to the community: ask us about this
  • Educational Benefits
  • Flexible Work Models

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