Seasonal Client Experience 1 Associate - In-Office

PaulHood • Kansas City, MO

20d • Onsite

About The Position

At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm. We are seeking a Seasonal Client Experience I to support the day-to-day service needs of our in-office members and deliver an experience rooted in our client-first values. In this role, you will assist with onboarding, maintain ongoing member relationships, and ensure clients feel the value of their membership at every touchpoint. You will help resolve basic issues, support client inquiries, and identify opportunities to connect members with additional services aligned with their goals. The ideal candidate will have experience in customer service or support roles, with a strong desire to grow their skills in client success. You bring foundational knowledge in service delivery, a willingness to learn, and a drive to support others. To do this well, you’ll need to be detail-oriented, proactive, and people-focused. You should feel comfortable navigating client systems, communicating with empathy, and contributing to a collaborative, fast-paced team environment. You’ll also need to be committed to continuous improvement and energized by helping members succeed through each phase of their journey.

Requirements

• High school diploma or equivalent required.
• One year of customer service experience required.
• You’re personable with customer service skills and keep the client in mind with all interactions.
• You love client interactions, value creating meaningful connections, and have good written and verbal communication skills.
• You’re a positive and collaborative team member.
• You’re organized with a crazy attention to detail and the ability to remember facts about clients.
• You love to learn new skills and feel empowered and valued the more knowledge you gain.
• You can keep your cool in a high-paced and at times stressful work environment.
• You are tech-savvy and know Microsoft Office suite and the ability to quickly learn new software and technology.
• You have street smarts and know when information is confidential.
• You are punctual and on time for work and/or work-related events.

Nice To Haves

• Data entry or call center experience is strongly preferred.
• Experience with client relationship management software or project management software is preferred.

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.

Benefits

• Did we mention our seasonal retention BONUS?! If you join our seasonal team beginning December 16 and work with us through April 116, you'll be eligible for a $100 bonus per month!
• Seasonal team members who join us between January and March will be eligible for prorated portions of that bonus!
• It's our way of thanking you for your efforts to support us through our busiest time of year. (Who doesn't love a bonus?)
• In the past, some seasonal team members have gone on to find long-term opportunities on our team at the end of the seasonal project.
• Whether with us short-term or long-term, you will join a forward-thinking team that is reshaping the future of the tax and accounting industry.
• With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation.
• You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most.
• In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you’ll be part of a team that prioritizes trust, collaboration and having fun.
• We work hard and value rest, too.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED