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Business Admin Intern

Lucida
Brookfield, USA
Part Time, Seasonal, Internship
Entry
Onsite
USD 17-17 hourly / hour
Discovered 1 months ago
binder software

Full Job Posting

Duties/Responsibilities

  • Scan and organize incoming client documents accurately and in a timely manner.
  • Prepare and route scanned documents according to established office procedures.
  • Support administrative staff with client document intake as needed.
  • Review and organize tax documents ahead of preparation using our binder software — checking that materials are complete, verifying that data and outputs pulled into software are accurate, reviewing documents at a high level and cleaning up binder organization and document placement.
  • Flag missing or unclear items for the preparer rather than making tax judgment calls — this work does not require tax knowledge or experience.
  • Apply the same level of accuracy and care across a high volume of binders and documents each day, maintaining consistency even on highly repetitive tasks.
  • Work through assigned files in a timely manner, meeting turnaround expectations, particularly during peak season.
  • Assemble completed tax returns into organized, client-ready packets for pickup or delivery.
  • Track required signed documents and follow up as directed.
  • Support client communication around document intake and return pickup.
  • Maintain organized, accurate filing and recordkeeping.
  • Assist with general office and administrative tasks as assigned, including supply management and data entry.
  • Support additional Operations projects as needed.

Required Skills/Abilities

  • Ability to follow structured processes and checklists accurately and consistently.
  • Meticulous, detail-first mindset – able to catch inconsistencies, missing items or misplaced documents that others might overlook.
  • Comfortable asking questions and escalating uncertain items rather than guessing.
  • High tolerance for repetitive, detail-heavy tasks without a drop-off in accuracy over the course of a shift
  • Tech-savvy and adaptable – comfortable navigating multiple software platforms at once and learning new systems quickly.
  • Comfortable verifying data accuracy – comparing source documents against what the software captures and catching discrepancies before a return moves downstream to a preparer.
  • Team-oriented, with clear and professional communication.
  • Adaptable to shifting volume and priorities during peak tax season weeks.

Schedule and Season

  • · Seasonal, hourly position running approximately mid-January through April 15.
  • · 15+ hours/week, with schedule and hours based on availability and seasonal workload; hours may increase during peak weeks.
  • · Strong performers may be considered for returning seasonal roles in future tax seasons.

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