Seasonal Client Document Processor (Scanning & Assembly)

Current; Lynden (WA); On-site; USD 21,000 - 30,000; Full time

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

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.