Seasonal Document Manager

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

• 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

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

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.