Seasonal Document Manager

MBE CPAs • Black Earth, WI

7d • 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 role combines document management, administrative support, and client service in a fast-paced office environment. The position is seasonal, runs from January through April, and is based at the Black Earth, 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, and business needs.

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.
• Highly organized, with strong attention to detail, accuracy, and confidentiality.
• Ability to manage multiple priorities and meet important deadlines in a fast-paced environment.

Nice To Haves

• Experience working in financial, tax, accounting, legal, banking, healthcare, insurance, or other document-intensive environments is a plus.

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 post-busy season.
• Supportive team environment.
• Opportunities to continue building 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 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 This Job Offers

• Education Level: No Education Listed