Tax Administrative Assistant, Document and Client Support

Job overview

The Tax Administrative Assistant, Document and Client Support role is onsite in Black Earth, WI, during the January–April tax season. Compensation is not specified. MBE CPAs provides accounting and tax services to clients through its offices and affiliate group. The role keeps client documents, records, and workflows organized so tax returns and client projects move efficiently through preparation and delivery. It combines document management, administrative support, and client service during the firm’s busy season.

What you'll do

• Scan, organize, file, assemble, and deliver client documents and tax return packages.
• Maintain client records, update internal systems, and assist with account setup and administrative processes.
• Support e-filings, extensions, project tracking, document collection, and deadline management.
• Respond to client document requests, payments, and general questions by phone, email, and in person.
• Provide administrative support, occasional front desk coverage, and office operations assistance.

What we're looking for

Skills & competencies

tax administrative assistant

document management

client support

tax season

black earth wi

mbe cpas

scanning and filing

client records

microsoft office

january–april

occasional saturday hours

Work arrangement

• Weekend coverage required

Benefits & perks

• Potential long-term opportunities after busy season
• eligible employees may qualify for medical, dental, and vision insurance
• FSA/HSA
• PTO
• 401(k) matching
• tuition reimbursement
• CPA assistance
• professional development
• supplemental insurance
• business development bonuses
• advancement opportunities.

Why this role

Seasonal January–April role with Monday–Friday, 8:00 AM–5:00 PM busy-season hours; additional hours, including occasional Saturday mornings, may be available based on business needs.

About the employer

MBE CPAs is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.