What are the responsibilities and job description for the Administrative Support position at MBE CPAs?
What's the role?
We are seeking a team member to join through 4/15 to provide administrative assistance to internal team members and clients by collecting, processing, and preparing documents for tax returns and other projects. This includes:
- Providing administrative support including organizing, scanning, filing, assembling, and delivering paperwork for clients.
- Maintain accurate client records and update systems accordingly with changes.
- Support workflow of projects including submitting tax returns, extensions, e-filings, tracking due dates, and delivering on sensitive deadlines.
- Assisting clients with requested information, delivery of documents and payments, and general inquiries.
- Assist with the preparation of paperwork and delivery of tax returns to clients.
- Assisting other administrative team members with tasks including acting as backup for front desk receptionist.
What experience and skills do I need to be successful?
- Comfortable working daily on computers and in Microsoft Office products including Excel, Word, and Outlook.
- Strong attention to detail and accuracy.
- Ability to provide the utmost confidentiality for client and company data.
- Previous experience in a related document manager or administrative support role is highly desired.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8a-5p. The start date is immediate and the role ends when tax season wraps up 4/15. For the right candidate and skillset, there is potential for full-time position after April. The role can work remotely, hybrid, or onsite from any of our 19 offices.
How do I join?
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, 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 Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, 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.
