Document Manager

Job Description

Job Description

What's the role?

Our Document Managers provide administrative assistance to internal team members and clients by collecting, processing, and preparing documents for tax returns and other projects. This includes:

• Providing administrative support including organizing, scanning, filing, assembling, and delivering paperwork for clients.
• Maintain accurate client records and update systems accordingly with changes.
• Support workflow of projects including submitting tax returns, extensions, e-filings, tracking due dates, and delivering on sensitive deadlines.
• Assisting clients with requested information, delivery of documents and payments, and general inquiries.
• Assist with preparation of paperwork and delivery of tax returns to clients.
• Assisting other administrative team members with tasks including acting as backup for front desk receptionist.

What experience and skills do I need to be successful?

• Comfortable working daily on computers and in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Ability to provide the utmost confidentiality for client and company data.
• Previous experience in a related document manager or administrative support role highly desired.
• Understanding of and experience working with financial and/or tax documents highly desired.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected outside of tax season. During the January-April tax season, this role does work overtime that may include Saturday mornings allowing for some extra income with overtime hours. May-September the office closes at noon on Fridays for summer hours.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.

What else are you hiring for?

See all MBE CPA's openings on their website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

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 Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, 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.