PaulHood · 5 hours ago
Seasonal Client Experience Associate I
Kansas City, MO
Full-time
Onsite
Entry Level
$18/hr - $21/hr
1+ years expPaulHood is transforming the mid-market CPA industry with a new membership model providing expert tax and financial guidance. They are seeking a Seasonal Client Experience Associate I to support in-office service needs, assist with onboarding, maintain member relationships, and ensure clients feel the value of their membership.
AccountingFinanceConsultingFinancial Services
Responsibilities
Assist with onboarding, maintain ongoing member relationships, and ensure clients feel the value of their membership at every touchpoint
Help resolve basic issues, support client inquiries, and identify opportunities to connect members with additional services aligned with their goals
Perform scheduling, document preparation and scanning, resource coordination, taking client payments, and other administrative duties to ensure positive client interactions and operations throughout PaulHood
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
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
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
Learn about different tax entities as well as how to assemble and review tax and invoice information with clients
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
Preferred
Data entry or call center experience is strongly preferred
Experience with client relationship management software or project management software is preferred
Benefits
$200 thank-you bonus for seasonal team members who work with us beginning in February through 4/15/26!
$200 bonus! It's our way of thanking you for your efforts to support us through our busiest time of year.
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