Tax Administrative Assistant (Document & Client Support)

MBE CPAs; Baraboo (WI); On-site; USD 2,066,000 - 3,031,000; 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

Available Office Location(s): Baraboo, WI | January - April

What's the role?

The Seasonal Document Manager plays an important role in supporting our team and clients during tax season. This position helps keep information, paperwork, and workflows organized while ensuring tax returns and client projects move efficiently through the preparation and delivery process. This role combines document management, administrative support, and client service. The ideal candidate is detail-oriented, comfortable working with deadlines, and enjoys supporting both team members and clients in a fast-paced office environment. Responsibilities include:

• 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

What experience and skills do I need to be successful?

• 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

Great Perks and Benefits:

Some major perks this firm can offer are long-term opportunities post-busy season, a supportive team environment, and opportunities to continue building your professional skill set. Eligible employees may also qualify for:

• Competitive medical, dental, and vision insurance plans
• FSA/HSA account options
• Paid Time Off (PTO)
• 401(k) employer matching program to save for retirement
• Tuition reimbursement, CPA assistance, and professional development opportunities
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness
• Bonuses for helping with business development leads
• Opportunities for advancement and continued growth within the organization

What will my schedule look like?

This seasonal role supports busy season office hours, Monday - Friday, 8-5pm. Additional hours may be available, including occasional Saturday mornings, to support increased client demand and workflow needs. Specific schedules may vary based on business needs and office location.

More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations, including 13 in Wisconsin in Black Earth, Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, and Wisconsin Dells-Lake Delton; and our corporate headquarters in Baraboo, plus offices in Phoenix, Goodyear, and Chandler, Arizona; in Scottsbluff and Kimball, Nebraska; and Durango, Colorado.