Seasonal Queue Team Representative

Overview

Seasonal Queue Team Representative (December 8, 2026 – April 30, 2027)

This role supports tax operations during the 2026–2027 tax season. The Queue Team keeps tax returns moving efficiently through preparation, delivery, and filing. It is a task-focused, non-client-facing position centered on processing a high volume of documents and tax-return workflows while maintaining accuracy, organization, and productivity.

Seasonal shift dates: December 8, 2026 through April 30, 2027.

Responsibilities

• Review and process documents uploaded through client portals, ensuring accurate handling and routing through the appropriate workflows.
• Follow up on missing documents by sending requests when additional information is needed to move work forward.
• Print and assemble tax returns by following established printing and assembly procedures.
• Deliver tax returns electronically using established systems and workflows.
• Electronically file tax returns and ensure required steps are completed according to established procedures.
• Monitor IRS acceptance by tracking acceptance statuses and following established procedures for items requiring additional attention.
• Maintain accurate workflows by updating task statuses and following checklists to ensure work advances through the appropriate stages.
• Manage a high volume of tasks while balancing productivity, accuracy, and deadlines.
• Follow established procedures, protect confidential client information, and contribute to efficient and consistent operations.

Requirements

• High school diploma or equivalent required.
• Basic proficiency with Microsoft Office and the ability to learn new software and technology systems required.
• Strong organizational skills and the ability to follow documented processes and procedures.

Preferred Qualifications

• Experience in administrative support, data entry, document processing, or another detail-oriented role.
• Experience managing a high volume of tasks in a fast-paced environment.
• Experience in accounting, tax preparation support, financial services, or professional services.

What Success Looks Like

• Productivity-minded: able to handle a high volume of work and maintain consistent pace.
• Detail-oriented: accurate work with a strong focus on reviewing details and following procedures.
• Organized: prioritizes tasks and keeps work moving in a structured environment.
• Adaptable: learns new systems and workflows quickly and can work effectively with digital tools and portals.
• Accountable: takes ownership of assigned work and communicates when attention is needed.
• Independent: stays focused and productive with minimal supervision.
• Collaborative: supports teammates and follows shared processes.
• Reliable: meets deadlines and maintains a professional, positive approach during a busy season.
• Trustworthy: handles confidential financial and tax information responsibly and follows data security and privacy policies.

Compensation & Benefits

• Budget: $18 - $20/hr

Location

• Remote within AR/KS/MO/OK/TN/TX

Equal Opportunity Statement

The employer is an equal opportunity employer and recruits, employs, compensates, develops, and promotes without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. Reasonable accommodation is available in the application or interview process upon request.