Seasonal Document Manager

MBE CPAs • Baraboo, WI

14d • Onsite

About The Position

The Seasonal Document Manager supports the team and clients during tax season by keeping information, paperwork, and workflows organized and helping tax returns and client projects move efficiently through preparation and delivery. The position combines document management, administrative support, and client service in a fast-paced office environment.

The role is seasonal, runs January through April, and is based at the Baraboo, Wisconsin office. The schedule is Monday through Friday, 8 a.m. to 5 p.m. Additional hours may be available, including occasional Saturday mornings, depending on client demand, workflow needs, business needs, and office location.

Requirements

• Previous experience in an administrative, customer service, receptionist, office support, records management, or related role is required.
• Comfort 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.
• Strong organization, attention to detail, accuracy, and confidentiality.
• Ability to manage multiple priorities and meet important deadlines in a fast-paced environment.

Nice To Haves

• Experience in financial, tax, accounting, legal, banking, healthcare, insurance, or another document-intensive environment.

Responsibilities

• Support document workflows by 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.

Benefits

• Long-term opportunities after busy season.
• Supportive team environment and opportunities to build professional skills.
• Eligible employees may qualify for competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401(k) employer matching program.
• Tuition reimbursement, CPA assistance, and professional development opportunities.
• Supplemental life, AD&D, STD, LTD, and critical illness insurance options.
• Bonuses for helping with business development leads.
• Opportunities for advancement and continued growth within the organization.

What This Job Offers

• Education Level: No Education Listed