Seasonal Admin - Client Document Processor - Scanning and Assembly - Lynden, WA

Current

Lynden (WA)

On-site

USD 21,000 - 30,000

Full time

5 days ago
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Benefits offered by this job

Health, Dental, and Vision Insurance
Company-Paid Life and Disability
Ancillary Benefits such as life, etc.
401(k) Plan
Professional growth opportunities via

Job summary

Current in Lynden is seeking a Seasonal Client Document Processor to support tax return preparation by reviewing, organizing, and scanning client documents. This role ensures accuracy, legibility, and proper processing within the firm’s systems, while assisting administrative staff as needed.

The position is full-time, 40 hours weekly, Monday through Friday, onsite in Lynden, with a start window from December 7, 2026 to April 16, 2027.

Qualifications

  • Requires graduation from high school or equivalent.
  • Two or more years of administrative experience; CPA firm experience is a plus.
  • Proficient with Microsoft Office and able to learn other software quickly.
  • Strong written and verbal communication skills.
  • Top-notch organizational skills with the ability to multitask.
  • Detail oriented with accuracy in work.
  • Discretion handling confidential client information.
  • Positive, service-oriented, and collaborative.

Responsibilities

  • Reviewing and organizing client-provided tax documents to determine relevance for tax return preparation.
  • Preparing documents for scanning in correct order and free from obstructions.
  • Scanning tax documents according to batch or bookmark style per guidelines.
  • Reviewing scanned documents and re-scanning as needed for clarity.
  • Inserting scanned documents into the document management system.
  • Assembling completed tax returns for client delivery, including printing, collating, and binding.
  • Preparing signature pages, e-file authorization forms, and covering letters per guidelines.
  • Reviewing assembled packages for accuracy and completeness before delivery.
  • Preparing returns for client pickup, mailing, or upload to client portal.
  • Updating tax jobs in the practice management system as steps complete.
  • Assisting Administrative staff with various duties.
  • Other duties as assigned.

Skills

Verbal and written communication
Organizational skills
Independent problem solving
Service-oriented
Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

Seasonal Client Document Processor – Scanning & Assembly

Start Date: December 7, 2026 through April 16th 2027

Full Time: - 40 hours a week Monday through Friday

Location: Lynden Office Onsite

The Opportunity

What You’ll Do
Seasonal Client Document Processor – Scanning & Assembly is responsible for reviewing, organizing, and scanning client tax documents to support tax return preparation, and for assembling completed tax returns for delivery to clients. This role involves ensuring documents are accurately scanned, legible, and appropriately processed through the firm’s systems, and that finished returns are complete and professionally presented, along with performing clerical tasks and assisting administrative staff as needed.

Core Job Responsibilities:

  • Reviewing and organizing client-provided tax documents to determine relevance for tax return preparation.

  • Preparing documents for scanning by ensuring they are in the correct order and free from staples or other obstructions.

  • Scanning tax documents according to batch or bookmark style based on established guidelines or found on the Scan Instructions form.

  • Reviewing scanned documents and re-scanning any pages that are unclear, missing, or improperly scanned.

  • Inserting scanned documents into the document management system.

  • Assembling completed tax returns for client delivery, including printing, collating, and binding returns and supporting documents.

  • Preparing signature pages, e-file authorization forms, filing instructions, and cover letters according to firm guidelines.

  • Reviewing assembled packages for accuracy and completeness before delivery.

  • Preparing returns for client pickup, mailing, or upload to the client portal.

  • Updating tax jobs in the practice management system as scanning and assembly steps are completed, ensuring the next steps are initiated.

  • Assisting Administrative staff with various duties.

  • Other duties as assigned.

Preferred Requirements:

  • Requires graduation from high school or equivalent.

  • At least two (2) years of administrative experience, prior experience working in a CPA firm a plus.

  • Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) and able to learn other software programs quickly.

  • Strong verbal and written communication skills.

  • Top notch organizational skills with a strong ability to multitask.

  • Detail oriented with a commitment to produce consistently accurate work.

  • Comfortable handling confidential client information with discretion.

  • Positive and friendly with a service-oriented focus.

  • Independent problem solver with the ability to work as a collaborative member of multiple teams.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

  • Company-Paid Life and Long-Term & Short-Term Disability Insurance

  • Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

  • Classic Safe Harbor 401(k) Plan with employer contributions

  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

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