Seasonal Tax Admin & Document Specialist

Jimmy Jazz; Goerke's Corners (WI); On-site; USD 19,000 - 28,000; Part time

Benefits offered by this job

Seasonal hourly position

Training provided

Job summary

Lucida is seeking a Business Administrative role to support tax season operations in Brookfield, WI. The position focuses on scanning, organizing, and prep work for tax returns, with no prior tax experience required and training provided.

Seasonal, hourly, mid-January through April 15, 15+ hours/week with potential for more hours during peak weeks. Compensation is $17.00 per hour, with a strong emphasis on accuracy and organization.

Qualifications

• Follow structured processes and checklists with high accuracy.
• Maintain meticulous attention to detail and catch inconsistencies.
• Ask questions and escalate uncertainties rather than guess.
• Handle high-volume, repetitive tasks without compromising accuracy.
• Navigate multiple software platforms and learn new systems quickly.
• Verify data accuracy by cross-checking documents with software.

Responsibilities

• Scan and organize client documents accurately and promptly.
• Prepare and route scanned documents according to procedures.
• Support document intake and client communication as needed.
• Review tax documents ahead of preparation for completeness and accuracy.
• Flag missing items for the preparer; no tax knowledge required.
• Assemble completed tax returns into organized client packets.
• Maintain organized filing and recordkeeping; assist with tasks as needed.
• Support additional operations projects during peak weeks.

Skills

Follow structured processes

Detail-oriented

Ask questions

Repeatable tasks

Tech-savvy

Data accuracy

Team player

Adaptable

Job description

Lucida is seeking a Business Administrative role to support tax season operations in Brookfield, WI. The position focuses on scanning, organizing, and prep work for tax returns, with no prior tax experience required and training provided.

Seasonal, hourly, mid-January through April 15, 15+ hours/week with potential for more hours during peak weeks. Compensation is $17.00 per hour, with a strong emphasis on accuracy and organization.