Seasonal Tax Documents & Client Support Coordinator

MBE CPAs; Baraboo (WI); On-site; USD 17,000 - 25,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

FSA/HSA options

PTO

401(k) employer matching

Tuition reimbursement and CPA support

Professional development opportunities

Life/AD&D/STD/LTD and critical illness

Bonuses for business development leads

Career advancement opportunities

Job summary

MBE CPAs seeks a Seasonal Document Manager to help organize documents, manage workflows, and support tax returns during the busy season. The role blends document handling, admin tasks, and client service in a fast-paced Baraboo office environment.

Ideal candidates are detail-oriented, deadline-driven, and comfortable coordinating with team members and clients. Proficiency in MS Office and strong communication are essential, with potential for long-term opportunities post-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

MS Office

Customer service

Attention to detail

Deadline driven

Records management

Phone and email support

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

MBE CPAs seeks a Seasonal Document Manager to help organize documents, manage workflows, and support tax returns during the busy season. The role blends document handling, admin tasks, and client service in a fast-paced Baraboo office environment.

Ideal candidates are detail-oriented, deadline-driven, and comfortable coordinating with team members and clients. Proficiency in MS Office and strong communication are essential, with potential for long-term opportunities post-season.