Seasonal Admin - Client Document Processor - Scanning and Assembly - Lynden, WA

The role

The Seasonal Client Document Processor reviews, organizes, and scans client tax documents. This person also assembles completed tax returns for delivery and performs clerical tasks.

What you will do

• Reviewing and organizing client-provided tax documents
• Preparing documents for scanning by removing staples or obstructions
• Scanning tax documents according to guidelines
• Reviewing scanned documents and re-scanning unclear pages
• Inserting scanned documents into the document management system
• Assembling completed tax returns for client delivery
• Preparing signature pages, e-file authorization forms, filing instructions, and cover letters
• Reviewing assembled packages for accuracy and completeness
• Preparing returns for client pickup, mailing, or upload to the client portal
• Updating tax jobs in the practice management system

Required qualifications

• Graduation from high school or equivalent
• At least two (2) years of administrative experience
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Strong verbal and written communication skills
• Top notch organizational skills with a strong ability to multitask
• Detail oriented with a commitment to produce consistently accurate work
• Comfortable handling confidential client information with discretion
• Positive and friendly with a service-oriented focus
• Independent problem solver with the ability to work as a collaborative member of multiple teams

Nice to have

• prior experience working in a CPA firm

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company invests in professional development and provides access to a national community of resources.