PaulHood · 1 day ago
Seasonal Client Experience 1 Associate
Kansas City, MO
Full-time
Onsite
Entry Level
$18/hr - $22/hr
1+ years expPaulHood is transforming the mid-market CPA industry with a new membership model for tax and financial guidance. They are seeking a Seasonal Client Experience I Associate to support in-office members, assist with onboarding, and ensure clients feel valued throughout their membership experience.
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
Required
High school diploma or equivalent required
One Year Of Customer Service Experience Required
Detail-oriented, proactive, and people-focused
Comfortable navigating client systems
Ability to communicate with empathy
Commitment to continuous improvement
Ability to perform scheduling, document preparation and scanning, resource coordination, taking client payments, and other administrative duties
Ability to manage accurate client data and documentation utilizing PaulHood's software, tools, and technology
Ability to learn about different tax entities and how to assemble and review tax and invoice information with clients
Ability to keep cool in a high-paced and at times stressful work environment
Punctual and on time for work and/or work-related events
Preferred
Data entry or call center experience is strongly preferred
Experience with client relationship management software or project management software is preferred
Benefits
$200 bonus for seasonal team members who work with us beginning in February through 4/15/26!
Seasonal retention BONUS
If you join our seasonal team beginning in February and work with us through April 15, you'll be eligible for a $200 bonus!
Company
PaulHood
Helping people who deserve better take control of their financial future: transforming once-a-year tax prep into year-round financial confidence so families, businesses, and legacies can thrive for generations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ginny Morgan, MBA
Chief Operating Officer
Company data provided by crunchbase