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PaulHood · 10 hours ago

Seasonal Client Experience 1 Associate

Edmond, OK

Full-time

Onsite

Entry Level

$18/hr - $22/hr

1+ years exp

PaulHood is transforming the mid-market CPA industry with a new membership model that provides clients with expert tax and financial guidance. They are seeking a Seasonal Client Experience I to assist with onboarding, maintain ongoing member relationships, and ensure clients feel the value of their membership.

AccountingConsultingFinancial Services

Responsibilities

You will perform scheduling, document preparation and scanning, resource coordination, taking client payments, and other administrative duties to ensure positive client interactions and operations throughout PaulHood

You will serve as a client advocate, being adaptable, ready to learn new processes, have empathy for clients, and take responsibility to ensure your tasks are completed timely and clients have a great experience with PaulHood to boost client retention and growth

You will be a main point of contact in-office for addressing client needs and developing relationships through in-person interactions, phone, email, service tickets, etc., escalating high-level complaints to the appropriate staff or department

You will manage accurate client data and documentation utilizing the PaulHood’s software, tools, and technology to ensure a smooth flow of information and project coordination for clients and staff

You will learn about different tax entities as well as how to assemble and review tax and invoice information with clients. You will learn how to look into complicated statements and billing issues, knowing when to ask for help or escalate to more experienced staff

Qualification

Customer Service ExperienceClient Relationship ManagementData EntryProject Management SoftwareMicrosoft Office SuiteDetail-OrientedCommunication SkillsTeam CollaborationAdaptability