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

What You’ll Do

Seasonal Client Document Processor - Scanning & Assembly is responsible for reviewing, organizing, and scanning client tax documents to support tax return preparation, and for assembling completed tax returns for delivery to clients. This role involves ensuring documents are accurately scanned, legible, and appropriately processed through the firm’s systems, and that finished returns are complete and professionally presented, along with performing clerical tasks and assisting administrative staff as needed.

Core Job Responsibilities

• Reviewing and organizing client-provided tax documents to determine relevance for tax return preparation.
• Preparing documents for scanning by ensuring they are in the correct order and free from staples or other obstructions.
• Scanning tax documents according to batch or bookmark style based on established guidelines or found on the Scan Instructions form.
• Reviewing scanned documents and re-scanning any pages that are unclear, missing, or improperly scanned.
• Inserting scanned documents into the document management system.
• Assembling completed tax returns for client delivery, including printing, collating, and binding returns and supporting documents.
• Preparing signature pages, e-file authorization forms, filing instructions, and cover letters according to firm guidelines.
• Reviewing assembled packages for accuracy and completeness before delivery.
• Preparing returns for client pickup, mailing, or upload to the client portal.
• Updating tax jobs in the practice management system as scanning and assembly steps are completed, ensuring the next steps are initiated.
• Assisting Administrative staff with various duties.
• Other duties as assigned.

Preferred Requirements

• Requires graduation from high school or equivalent.
• At least two (2) years of administrative experience, prior experience working in a CPA firm a plus.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook) and able to learn other software programs quickly.
• 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.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including

• Health, Dental, and Vision Insurance (with 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
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning