Tax Document Collation Specialist - Part-Time, Flexible Hours

Watler Accounting CPAs PC; Evansville (IN); On-site; USD 21,000 - 30,000; Part time

Job summary

Watler Accounting CPAs PC is seeking an organized Office Collator to assemble documents, perform quality control, and manage both paper and digital files. The role supports tax season workflows and maintains collate inventory at assembly stations.

The part-time position offers flexible weekday hours (15–25 hours per week, with more hours during January–April). Experience with printers, scanners, MS Office, and PDF tools is preferred, along with strong attention to detail and confidentiality.

Qualifications

• High Attention to Detail.
• Organizational Skills: Ability to handle multiple multi-page documents simultaneously without mixing up client information.
• Technical Proficiency: Basic comfort with office hardware (high-speed scanners, copy machines) and standard software (MS Office, MS Excel, PDF readers/editors, email).
• Confidentiality: High degree of integrity and commitment to maintaining strict client privacy and data security.
• Dependability: Punctual and able to maintain steady focus during peak tax volume periods.
• Schedule: Flexible weekday hours (e.g., 15–25 hours per week; potential for increased hours closer to tax deadlines).
• Physical Requirements: Ability to sit or stand at assembly stations for extended periods and perform repetitive hand motions (stapling, folding, sorting paper).

Responsibilities

• Document Assembly & Quality Control: Accurately collate, assemble, and staple paper tax returns (Federal, State, and local) according to firm standards and client filing instructions.
• Add federal and state withholdings and compare to e-file forms to ensure they are accurate.
• Digital Processing & File Management: Scan workpapers and organizers into our document management system.
• Create digital and physical client folders.
• Assign the work to the next employee and update the status using TPS software.
• Packaging & Client Distribution: Package completed returns in branded tax folders, envelopes, or shipping mailers with clear client instruction sheets.
• Prepare mailings via standard mail, certified mail, or courier services, tracking delivery receipts when required.
• Help maintain client confidentiality by strictly following HIPAA/IRS privacy and data protection guidelines.
• Administrative Support: Maintain paper, binder, folder, and envelope inventory at assembly stations.
• Proactively communicate with managers about missing forms, unclear instructions, or discrepancies found while collating.

Skills

Attention to detail

Organizational skills

Technical proficiency

Confidentiality

Dependability

Flexible schedule

Physical requirements

Tools

MS Office

MS Excel

PDF editors

Job description

Watler Accounting CPAs PC is seeking an organized Office Collator to assemble documents, perform quality control, and manage both paper and digital files. The role supports tax season workflows and maintains collate inventory at assembly stations.

The part-time position offers flexible weekday hours (15–25 hours per week, with more hours during January–April). Experience with printers, scanners, MS Office, and PDF tools is preferred, along with strong attention to detail and confidentiality.