With locations in Minnesota and Florida, Boeckermann Grafstrom & Mayer, LLC (BGM) is a firm of Entrepreneurial Proactive CPAs and Advisors. We work with our clients to identify and develop their goals; to find creative ways to achieve those goals; and to provide innovative solutions to their problems through our auditing, tax and consulting services. At BGM, we appreciate the entrepreneurial spirit that can exist inside any business because it exists in our own. We understand what it takes to balance the details and risks with the dreams. We are CPAs and Advisors who truly understand the needs of our entrepreneurial clients – because we are entrepreneurs too.

In early 2017, BGM partnered with Bridge West LLC, a CPA Firm located in Colorado. Bridge West has been servicing cannabis clients since 2009 and is the leading Cannabis only CPA firm in the United States. We are one of the first public accounting firms in the world to only serve the Cannabis industry. We currently serve over 250 cannabis clients throughout the United States and continue to experience a significant increase in revenues as the Cannabis industry is growing exponentially each year throughout the US.

BGM has been named to the “Top 200 Accounting Firms” in the United States by INSIDE Public Accounting.

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

The Administrative Assistant will provide key administrative support to the partners and professional staff to provide exceptional service to the firm’s clients. This position requires an administrative 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

• Prepare individual tax returns (difficulty level 1-3, per ability level)

• 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 administrative assistant experience preferred; 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 ProSystem Fx Tax and Engagement, Document, ShareFile, SharePoint

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

• Demonstrated team player with a positive attitude

• Ability to work extended hours, including some evenings and Saturdays, during tax season (January – April)

We offer a comprehensive compensation and benefits package, to include health, dental, life, short term disability, PTO, paid holidays, and 401k retirement savings program.