Tax Associate II

PaulHood • Kansas City, MO

18h • Hybrid

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. In response to this growth, we are seeking a Staff Associate II to prepare individual and business tax returns, review client documents, support quality control efforts, and ensure timely and accurate delivery of tax services. This role may also involve assisting with client-facing questions or communications, including representing clients with tax agencies when appropriate. The ideal candidate will have a proven track record in individual and business tax preparation, financial document review, tax software systems, identifying areas of concern during review, and working collaboratively in a deadline-driven environment. To do this well, you’ll need to be detail-oriented, logical, and confident navigating complex and high-volume work with professionalism. You’ll also need strong judgment, excellent communication skills, and a commitment to continuous learning and ethical practice. You should thrive in a team-based setting and be eager to support our mission of delivering exceptional client service at scale.

Requirements

• 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.

Nice To Haves

• Associate degree or formal tax preparation training highly preferred.
• Spanish language competency is a bonus

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

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

What This Job Offers

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