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Tax Document Scanning Specialist (Seasonal)

Romer & Company • Minneapolis, MN, US • published 2026-11-13 07:00:59.115590

Description

Romer \& Company is a small, established CPA firm in South Minneapolis. Every tax season, thousands of pages of client documents come through our door, and every one of them has to be scanned, identified, and filed where the preparer can find it. You'll turn stacks of paper into clean, organized digital client files so our preparers can spend their time on the return, not hunting for a missing 1099\. It's a seasonal role, February through April 15, at 30 to 40 hours a week. We want the same person back every season, so this is a standing annual arrangement rather than a one\-time gig. **What you'll do** * Scan client documents in bulk: prep the stack, pull staples, run the scanner, and check that every page came through readable * Identify each document as you go: W\-2s, 1099s (INT, DIV, B, R, NEC and the rest), 1098s, K\-1s, brokerage statements, property tax statements * Split, combine, name, and file PDFs into the right client folder using our naming conventions * Use Adobe Acrobat to clean up files: rotate, reorder, bookmark, OCR, and combine * Flag what's missing or doesn't look right, like last year's 1099 from a broker that didn't show up this year * Organize workpapers so a...

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