Seasonal Tax Document Manager & Client Support

MBE CPAs; Town of Black Earth (WI); Vor Ort; USD 22.000 - 33.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

FSA/HSA options

Paid Time Off

401(k) employer matching

Tuition reimbursement and CPA study/tu

Supplemental insurance options (life,/

Bonuses for business development leads

Opportunities for advancement

Zusammenfassung

MBE CPAs is seeking a Seasonal Document Manager in Black Earth, WI for tax season to help organize information, paperwork, and workflows. This role supports the preparation and delivery of tax returns and client projects, combining document management, administrative tasks, and client service in a fast-paced office environment.

The ideal candidate is detail-oriented, comfortable working with deadlines, and able to assist team members and clients by phone, email, and in person.

Qualifikationen

• 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

Aufgaben

• 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

Jobbeschreibung

MBE CPAs is seeking a Seasonal Document Manager in Black Earth, WI for tax season to help organize information, paperwork, and workflows. This role supports the preparation and delivery of tax returns and client projects, combining document management, administrative tasks, and client service in a fast-paced office environment.

The ideal candidate is detail-oriented, comfortable working with deadlines, and able to assist team members and clients by phone, email, and in person.