[Hiring] Seasonal Queue Team Representative @PaulHood

Role Description

At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. We are seeking Seasonal Queue Team Representatives to support our tax operations during the 2026–2027 tax season. The Queue Team plays an important role in keeping tax returns moving efficiently through the preparation, delivery, and filing process. This is a task-focused, non-client-facing position responsible for processing a high volume of documents and tax-return workflows while maintaining accuracy, organization, and productivity.

The ideal candidate is detail-oriented, dependable, comfortable learning new technology, and able to manage a high volume of work in a fast-paced environment. Success in this role requires someone who can work efficiently, follow established procedures, and maintain accuracy while meeting daily priorities and deadlines.

• Process client documents:
• Review and process documents uploaded through client portals, ensuring they are handled accurately and routed through the appropriate workflows.
• Follow up on missing documents:
• Send email or SMS requests when additional documentation is needed to move work forward.
• Print and assemble tax returns:
• Prepare completed returns for delivery by following established printing and assembly procedures.
• Electronically deliver tax returns:
• Process returns for electronic delivery to clients using established systems and workflows.
• Electronically file tax returns:
• Submit completed returns for electronic filing and ensure required steps are completed according to established procedures.
• Monitor IRS acceptance:
• Track electronically filed returns, review acceptance statuses, and follow established procedures for items requiring additional attention.
• Maintain accurate workflows:
• Update task statuses, follow checklists, and ensure work moves through the appropriate stages of the tax-return process.
• Manage a high volume of tasks:
• Consistently process assigned work while balancing productivity, accuracy, and deadlines.
• Follow established procedures:
• Adhere to team guidelines, protect confidential client information, and contribute to efficient and consistent operations.

Qualifications

• High school diploma or equivalent required.
• Experience in administrative support, data entry, document processing, or another detail-oriented role preferred.
• Basic proficiency with Microsoft Office and the ability to learn new software and technology systems required.
• Experience managing a high volume of tasks in a fast-paced environment is a plus.
• Experience in accounting, tax preparation support, financial services, or professional services preferred.
• Strong organizational skills and the ability to follow documented processes and procedures.

Requirements

• Productivity-minded: Comfortable handling a high volume of work and maintaining a consistent pace throughout the day.
• Detail-oriented: Takes pride in accurate work and understands the importance of reviewing details and following procedures.
• Organized: Can prioritize tasks, keep work moving, and manage multiple assignments in a structured environment.
• Adaptable: Learns new systems and workflows quickly and is comfortable working with digital tools and portals.
• Accountable: Takes ownership of assigned work, meets expectations, and communicates when an issue needs attention.
• Independent: Can stay focused and productive while working through assigned tasks with minimal supervision.
• Collaborative: Supports teammates, follows shared processes, and contributes to the team’s overall success.
• Reliable: Arrives on time, maintains a positive attitude, and understands the importance of meeting deadlines during a busy tax season.
• Trustworthy: Handles confidential financial and tax information responsibly and follows company policies for data security and privacy.

Benefits

• Join us for tax season and become part of something bigger.
• Seasonal team members play an essential role in helping PaulHood deliver outstanding service to our clients.
• Collaborative environment where your contributions are valued and your work matters.
• Many seasonal team members return for future seasons, and some have gone on to pursue additional opportunities with PaulHood as business needs allow.