Seasonal Document Manager — Tax Season Support Pro

MBE CPAs; Baraboo (WI); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO

401(k) matching

Tuition reimbursement

CPA assistance

Bonuses

Career growth

Job summary

MBE CPAs is seeking a Seasonal Document Manager in Baraboo, WI to support tax-season workflows, document handling, and client service. You will scan, file, and deliver documents; maintain client records; assist with e-filings, extensions, and deadlines; and help with front-desk coverage as needed.

The role emphasizes organization, deadline-driven work, and strong communication with clients and teammates in a fast-paced office environment during tax season.

Qualifications

• Previous experience in an administrative, customer service, receptionist, office support, records management, or related role required
• Comfortable working daily with Microsoft Office products including Excel, Word, and Outlook
• Strong communication and customer service skills when interacting with clients, visitors, and team members
• Highly organized with strong attention to detail, accuracy, and confidentiality
• Ability to manage multiple priorities and meet important deadlines in a fast-paced environment
• Experience working with financial, tax, accounting, legal, banking, healthcare, insurance, or other document-intensive environments is a plus

Responsibilities

• Support document workflows through scanning, organizing, filing, assembling, and delivering client documents and tax return packages
• Maintain accurate client records, update internal systems, and assist with account setup and administrative processes
• Support tax workflow activities including e-filings, extensions, project tracking, document collection, and deadline management
• Assist clients with document requests, payments, general questions, and other administrative needs by phone, email, and in person
• Provide administrative support to team members, including occasional front desk coverage and assistance with office operations as needed

Skills

Administrative experience

Customer service

Office software

Attention to detail

Communication skills

Multi-tasking

Tools

MS Office

Job description

MBE CPAs is seeking a Seasonal Document Manager in Baraboo, WI to support tax-season workflows, document handling, and client service. You will scan, file, and deliver documents; maintain client records; assist with e-filings, extensions, and deadlines; and help with front-desk coverage as needed.

The role emphasizes organization, deadline-driven work, and strong communication with clients and teammates in a fast-paced office environment during tax season.