Business Admin

Jimmy Jazz; Madison (WI); On-site; USD 19,000 - 28,000; Full time

Job summary

Lucida is seeking a Business Admin Intern to support tax season operations by scanning and organizing client documents and assisting with pre-prep of returns. The role emphasizes accuracy, repetitive detail tasks, and timely workflow across busy weeks.

No prior tax or accounting experience is required as training is provided before the season begins. This position runs mid-January through April 15 with 15+ hours weekly and potential for renewal in future seasons.

Qualifications

• Ability to follow structured processes and checklists accurately.
• Meticulous, detail-first mindset with ability to spot inconsistencies.
• Willingness to ask questions and escalate where needed.
• Comfort with repetitive, detail-heavy tasks while maintaining accuracy.
• Tech-savvy and able to learn multiple software platforms quickly.
• Strong team communication and reliability during peak seasons.

Responsibilities

• Scan and organize incoming client documents accurately and timely.
• Prepare and route scanned documents per office procedures.
• Support administrative staff with client document intake as needed.
• Review tax documents ahead of preparation ensuring completeness and accuracy.
• Flag missing items for the preparer without making tax judgments.
• Maintain organized, high-volume binder and document workflow daily.
• Process files and meet turnaround expectations, especially during peak.
• Assemble completed tax returns into client-ready packets for pickup or delivery.
• Track signed documents and follow up as directed.
• Assist with general office duties including supply management and data entry.
• Support additional operations projects as needed.

Skills

Process follow-through

Attention to detail

Questioning when unsure

Repetitive task handling

Tech-savvy

Team communication

Job description

• Base Pay $17.00 / Hour
• Employee Type Seasonal, Non-Exempt

Contact information

• Name Samantha Loehe
• Email [e-mail]

Description

At Lucida, we're more than just a full-service accounting firm; we're a community of over 90 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including real estate, construction, manufacturing, professional services and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

The Business Admin Intern supports Lucida's tax season operations by scanning and organizing client documents, supporting pre-prep of tax returns ahead of preparation, assembling completed returns for client delivery, and providing general administrative support. This is a hands-on, detail-driven role that keeps client files moving accurately and on schedule through the busiest weeks of the year. The work is highly repetitive and requires sustained, careful attention to detail — no prior tax or accounting experience is required — training is provided before the season begins.

Duties/Responsibilities:

• Scan and organize incoming client documents accurately and in a timely manner.


• Prepare and route scanned documents according to established office procedures.


• Support administrative staff with client document intake as needed.


• Review and organize tax documents ahead of preparation using our binder software — checking that materials are complete, verifying that data and outputs pulled into software are accurate, reviewing documents at a high level and cleaning up binder organization and document placement.


• Flag missing or unclear items for the preparer rather than making tax judgment calls — this work does not require tax knowledge or experience.


• Apply the same level of accuracy and care across a high volume of binders and documents each day, maintaining consistency even on highly repetitive tasks.


• Work through assigned files in a timely manner, meeting turnaround expectations, particularly during peak season.


• Assemble completed tax returns into organized, client-ready packets for pickup or delivery.


• Track required signed documents and follow up as directed.


• Support client communication around document intake and return pickup.


• Maintain organized, accurate filing and recordkeeping.


• Assist with general office and administrative tasks as assigned, including supply management and data entry.


• Support additional Operations projects as needed.

Required Skills/Abilities:

• Ability to follow structured processes and checklists accurately and consistently.


• Meticulous, detail-first mindset – able to catch inconsistencies, missing items or misplaced documents that others might overlook.


• Comfortable asking questions and escalating uncertain items rather than guessing.


• High tolerance for repetitive, detail-heavy tasks without a drop-off in accuracy over the course of a shift


• Tech-savvy and adaptable – comfortable navigating multiple software platforms at once and learning new systems quickly.


• Comfortable verifying data accuracy – comparing source documents against what the software captures and catching discrepancies before a return moves downstream to a preparer.


• Team-oriented, with clear and professional communication.


• Adaptable to shifting volume and priorities during peak tax season weeks.

Schedule and Season:

• Seasonal, hourly position running approximately mid-January through April 15.


• 15+ hours/week, with schedule and hours based on availability and seasonal workload; hours may increase during peak weeks.


• Strong performers may be considered for returning seasonal roles in future tax seasons.