Document Scanner (Temporary)

Seasonal Document Scanner – Tax Season (February–April)

Wegner CPAs is looking for a detail-oriented Seasonal Scanner to join our team in Madison from February through April. This is a key support role during our busiest time of year. Our tax professionals depend on your work to prepare accurate returns. A misfiled page or a missed document can delay a return or lead to errors, so accuracy and consistency are essential. You'll work at a steady pace during high-volume periods without sacrificing quality.

• →Prepare client documents for scanning: remove staples and paper clips, flatten and straighten pages, and sort documents by type (W-2s, 1099s, K-1s, brokerage statements, property tax bills, receipts, and more)
• →Scan documents accurately using high-speed scanning equipment, adjusting settings and re-scanning when needed so every page is complete and legible
• →Separate, name, and index each document following firm standards so it lands in the correct client file and tax year
• →Review your own work for quality: confirm page counts, check for missing or cut-off pages, and catch duplicates or documents that belong to a different client
• →Track what has been received and flag missing or unclear items to the tax team
• →Handle sensitive information, including Social Security numbers and financial data, with strict confidentiality and follow our security and document-handling procedures

• Strong attention to detail and a commitment to accuracy
• Ability to follow multi-step procedures and file naming conventions consistently
• Comfort with computers and learning new software (we'll train you on our scanning and document management tools)
• Good organizational skills and the ability to stay focused on repetitive work
• Integrity and discretion with confidential information

Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.