Administrative Assistant

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 partner with our clients to create innovative solutions that help grow their businesses, achieve their goals, and realize their passions.

We serve clients across a variety of industries, including agriculture, healthcare, cannabis, professional services, manufacturing, and more.

We are seeking a highly organized and detail-oriented Administrative Assistant to join our Bloomington office.

About the Role:

This position provides administrative support to partners and professional staff while helping deliver exceptional service to our clients. The ideal candidate is someone who enjoys creating structure, keeping projects organized, and ensuring every detail is handled accurately.

This role requires someone who is dependable, proactive, and comfortable managing multiple priorities in a fast-paced public accounting environment. You'll work closely with professionals who rely on strong organization, timely follow-through, and meticulous attention to detail to serve their clients effectively.

If you're someone who enjoys checking the details twice, keeping things on track, and making sure nothing falls through the cracks, we'd love to meet you.

Responsibilities include but are not limited to:

• Manage calendars, schedule appointments, and coordinate meetings
• Answer incoming phone calls and monitor shared email inboxes, responding or routing inquiries as appropriate
• Assist with client communications, including scheduling appointments, requesting documentation, and coordinating delivery of completed tax returns
• Prepare, proofread, format, and assemble client correspondence and other documents
• Coordinate tax return workflow by routing documents, monitoring due dates, and tracking project status
• Organize, scan, edit, bookmark, and electronically file documents using Adobe Acrobat and the firm's document management systems
• Prepare expense reports, scheduling reports, and other administrative reports
• Maintain accurate electronic and paper files while ensuring the confidentiality of sensitive client information
• Assist with administrative projects and other duties as assigned
• Provide day-to-day administrative support that helps partners and staff stay organized and focused on serving clients

What Makes Someone Successful in This Role

The ideal candidate is someone who:

• Has exceptional attention to detail and takes pride in producing accurate work
• Enjoys organizing information, managing calendars, and creating efficient processes
• Follows through on commitments and rarely lets tasks fall through the cracks
• Is proactive and anticipates administrative needs before being asked
• Thrives in a fast-paced environment while maintaining accuracy
• Is comfortable supporting professionals with high standards and appreciates working in a structured, detail-oriented environment
• Communicates professionally with clients and colleagues
• Maintains confidentiality and exercises good judgment

Preferred Qualifications

• 3+ years of administrative experience in a professional office environment
• Experience supporting multiple professionals simultaneously is preferred
• Previous experience in a public accounting, legal, financial services, or other professional services environment is a plus
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and Power Point
• Experience with Adobe Acrobat Professional and electronic document management systems preferred
• Strong organizational, time management, and problem-solving skills
• Excellent written and verbal communication skills
• Strong proofreading and editing abilities
• Ability to quickly learn new software applications, including programs such as Axcess Tax, Document, Workflow, Safe Send, and Suralink
• Professional demeanor and commitment to providing outstanding client service
• Ability to work additional hours during tax season (approximately 5-10 hours per week from late February…