Seasonal Admin - Client Document Processor - Scanning and Assembly - Lynden, WA
About The Position
The Seasonal Client Document Processor – Scanning & Assembly reviews, organizes, and scans client tax documents to support tax return preparation, and assembles completed tax returns for client delivery. The role ensures documents are accurately scanned, legible, and correctly processed through the firm’s systems, and finished returns are complete and professionally presented. The employee also performs clerical tasks and assists administrative staff as needed. This is a full-time, onsite position at the Lynden office, scheduled for 40 hours per week, Monday through Friday. The stated season runs from December 7, 2026, through April 15, 2027.
Requirements
- High school graduation or equivalent.
- At least two years of administrative experience.
- Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook, and ability to learn other software programs quickly.
- Strong verbal and written communication skills.
- Strong organizational skills and ability to multitask.
- Attention to detail and commitment to consistently accurate work.
- Ability to handle confidential client information with discretion.
- Positive, friendly, service-oriented approach.
- Independent problem-solving ability and capacity to work collaboratively as part of multiple teams.
Nice To Haves
- Prior experience working in a CPA firm.
Responsibilities
- Review and organize client-provided tax documents to determine their relevance for tax return preparation.
- Prepare documents for scanning by placing them in the correct order and removing staples or other obstructions.
- Scan tax documents according to batch or bookmark style using established guidelines or the Scan Instructions form.
- Review scanned documents and rescan pages that are unclear, missing, or improperly scanned.
- Insert scanned documents into the document management system.
- Assemble completed tax returns for client delivery, including printing, collating, and binding returns and supporting documents.
- Prepare signature pages, e-file authorization forms, filing instructions, and cover letters according to firm guidelines.
- Review assembled packages for accuracy and completeness before delivery.
- Prepare returns for client pickup, mailing, or upload to the client portal.
- Update tax jobs in the practice management system as scanning and assembly steps are completed, ensuring next steps are initiated.
- Assist administrative staff with various duties.
- Perform other duties as assigned.
Benefits
- Health insurance, with options for fully paid employee-only coverage.
- Dental insurance, with options for fully paid employee-only coverage.
- Vision insurance.
- Company-paid life insurance.
- Company-paid long-term and short-term disability insurance.
- Ancillary benefits, including supplemental life insurance, critical illness insurance, and accident insurance.
- Classic Safe Harbor 401(k) plan with employer contributions.
- Professional growth, learning, and development opportunities, including access to Becker and LinkedIn Learning.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
