Tax Administrative Assistant (Document & Client Support)

Available Office Location(s): Baraboo, WI | January - April What's the role? 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 packagesMaintain accurate client records, update internal systems, and assist with account setup and administrative processesSupport tax workflow activities including e-filings, extensions, project tracking, document collection, and deadline managementAssist clients with document requests, payments, general questions, and other administrative needs by phone, email, and in personProvide administrative support to team members, including occasional front desk coverage and assistance with office operations as needed What experience and skills do I need to be successful?Previous experience in an administrative, customer service, receptionist, office support, records management, or related role requiredComfortable working daily with Microsoft Office products including Excel, Word, and OutlookStrong communication and customer service skills when interacting with clients, visitors, and team membersHighly organized with strong attention to detail, accuracy, and confidentialityAbility to manage multiple priorities and meet important deadlines in a fast-paced environmentExperience working with financial, tax, accounting, legal, banking, healthcare, insurance, or other document-intensive environments is a plus Great Perks and Benefits: 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 plansFSA/HSA account optionsPaid Time Off (PTO)401(k) employer matching program to save for retirementTuition reimbursement, CPA assistance, and professional development opportunitiesSupplemental insurance options for life, AD&D, STD, LTD, and critical illnessBonuses for helping with business development leadsOpportunities for advancement and continued growth within the organization What will my schedule look like? 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. How do I join? Apply with your resume to get started. Qualified candidates will complete a phone screen with our recruiting team followed by an interview with the MBE admin team. What else are you hiring for? See all MBE CPAs openings on our website or connect with our Lead Recruiter, Cass Allard, 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 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.