PaulHood ยท 1 day ago
Tax Associate II
Kansas City, MO
Full-time
Hybrid
Entry, Mid Level
2+ years expPaulHood is transforming the mid-market CPA industry with a new membership model providing expert tax and financial guidance. The Tax Associate II role involves preparing individual and business tax returns, reviewing client documents, and ensuring timely and accurate delivery of tax services while supporting the company's growth and client needs.
AccountingConsultingFinancial Services
Responsibilities
Prepare accurate and timely tax returns for individuals and small businesses using firm systems and tax software
Review and verify financial records submitted by clients for completeness and accuracy
Identify potential areas of concern within tax returns and relay issues to the reviewer or client
Complete simple business tax returns independently and begin working on more complex returns under supervision
Monitor tax queues and ensure deadlines are consistently met
Act as a representative for clients with applicable tax agencies, as needed
Communicate professionally with clients to explain processes and request missing documents
Identify and flag missing information required to complete filings
Demonstrate logical thinking when entering tax information and recognize when to escalate questions
Complete all required internal tax training courses as part of professional development
Accurately enter time, tax return details, and checklists into firm systems
Maintain a billable percentage of 75% each quarter
Support knowledge-sharing and process improvement within the team
Conduct client facing tax planning meetings
Qualification
Required
High school diploma or equivalent required
At least two years of relevant experience in tax preparation or related accounting roles required
Experience working with tax software and managing sensitive client data required
Preferred
Associate degree or formal tax preparation training highly preferred
Spanish language competency is a bonus
Benefits
Bonus Opportunity
Stock Options
Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
Paid parental leave
Comprehensive Employee Benefits Package
401k Program with Company Matching
Paid Volunteer Days
Educational/Personal Growth Reimbursement
Company
PaulHood
PaulHood provides tax-smart guidance so you can keep more of what you earn.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ginny Morgan, MBA
Chief Operating Officer
Company data provided by crunchbase