Seasonal Client Document Processor

5 days ago

Bellingham, Washington, United States Crete Professionals Alliance Full time

Seasonal Client Document Processor:

Who We Are

Larson Gross is an innovative, forward-thinking, and team-oriented firm. We are a locally owned, full service public accounting firm based in Bellingham, Lynden, Burlington, Yakima, and Wenatchee, Washington. We offer audit, tax, and consulting services in a variety of industries.

Currently, Larson Gross has over 200 employees with continuous growth plans. Our growth is a result of our long-term and collaborative approach to client service, and we build genuine relationships with our colleagues, our clients, and the communities we serve.

What We Value

Our purpose is "Making Lives Better and Businesses Stronger." We do this through the following values and shared commitments:

We commit to our team
We cultivate genuine relationships
We create shared success

We are seeking a seasonal Client Document Processor in our Bellingham, Washington office. If you are a confident communicator who enjoys working with business professionals, if you pride yourself on being highly organized and detail-oriented, and you have a natural ability to problem-solve and learn quickly, we want to talk to you.

Seasonal Client Document Processor is responsible for reviewing, organizing, and preparing client tax documents for scanning to support tax return preparation. This role involves ensuring documents are accurately scanned, legible, and appropriately processed through the firm's systems, 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.

  • Updating tax jobs in the practice management system once scanning is complete, ensuring the next steps are initiated.

  • Inserting scanned documents into document management system

  • 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.

  • Positive and friendly with a service-oriented focus.

  • Independent problem solver with the ability to work as a collaborative member of multiple teams

Compensation: $20.00 per hour

This is a SEASONAL position in office. January April 2026.

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