Tax Administrative Assistant, Document and Client Support

Job overview

The Tax Administrative Assistant, Document and Client Support role is onsite in Baraboo, WI, during the January–April tax season. Compensation is not specified. The role supports MBE CPAs, an accounting firm that provides accounting and tax services to clients. The position keeps client documents and administrative workflows organized so tax returns and client projects move efficiently through preparation and delivery. It supports both clients and team members with document handling, workflow tracking, and office assistance.

What you'll do

• Scan, organize, file, assemble, and deliver client documents and tax return packages
• maintain client records and update internal systems
• 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 as needed.

What we're looking for

Skills & competencies

tax administrative assistant

document management

client support

tax season

document workflows

client records

e-filing support

office administration

baraboo wi

mbe cpas

Work arrangement

• Weekend coverage required

Benefits & perks

• Eligible employees may qualify for medical, dental, and vision insurance
• FSA/HSA options
• PTO
• 401(k) match
• tuition reimbursement
• CPA assistance
• professional development
• supplemental insurance
• business development bonuses
• advancement opportunities.

Why this role

Seasonal busy-season role with Monday–Friday office hours, 8:00 AM–5:00 PM; additional hours, including occasional Saturday mornings, may be available.

About the employer

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