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Seasonal Client Success Representative I - In-Office Support

PaulHood

  • Missouri, Missouri
  • 8 days ago

    Highlights

    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. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

    Numbers & Facts

    LocationMissouri, Missouri
    Websitehttps://www.paulhood.com

    Description

    Title: Seasonal Client Success Representative I – In-Office Support (December 8, 2026 – April 30, 2027)
    Reports to: Client Experience Manager  
    Location: Mexico, MO
    Budget:  $18 - $20/hr

     
    About the Role 
    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 Success Representative 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. We’re looking for individuals to assist us from December 8, 2026 through April 30, 2027.

    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. 
     

    What You Will Bring, Do, and Own 
    • Respond to routine client inquiries and provide timely updates and support.  
    • Manage client requests, ticket queues, and escalate complex issues as needed.  
    • Collect, review, and track client documentation to ensure completeness.  
    • Support client onboarding, portal access, and technology-related questions.  
    • Maintain accurate client records and update CRM systems.  
    • Monitor assigned client statuses and follow up on outstanding items.  
    • Assist with tax season campaigns, payment follow-up, and operational initiatives.  
    • Coordinate meetings and process administrative requests.  
    • Support office operations, including mail, supplies, payroll, and check processing.  
    • Maintain front desk coverage, visitor tracking, and client survey administration.  
    • Prepare workspaces for new employees and support office preparedness activities.  
    • Contribute to process improvements that enhance client service and operational efficiency.  
      
    Experience and Education You Will Need 
    • High school diploma or equivalent required. An associates degree or coursework in business, communications, or a related field preferred.  
    • One year experience in customer service, administrative support, front desk, or a related role required.  
    • Data entry or call center experience is strongly preferred. 
    • Basic proficiency with Microsoft Office and the ability to learn new technology systems is required.  
    • Experience in a professional services, financial services, accounting, legal, healthcare or tax environment is preferred. 
    • Experience using CSM, ticketing, or client management systems is preferred. 
     
    Who You Are 
    • 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. 
    • You can work in an office environment where you sit, stand, bend, and lift and carry up to 25 lbs.

    What’s In It For You 
    Join us for tax season and become part of something bigger.
     
    Seasonal team members play an essential role in helping PaulHood deliver outstanding service to our clients. Guided by our values, we believe Every Starfish Matters because every interaction has the power to make a lasting impact.
     
    Our culture is built on Accountability as Care, Challenges Accepted, and a commitment to Bring the Weather by showing up with positivity, professionalism, and a solutions-focused mindset. As a Force Multiplier, we share knowledge, support one another, and amplify the success of our entire team.
     
    Whether you're looking for a rewarding seasonal experience or exploring future possibilities, you'll find a collaborative environment where your contributions are valued and your work matters. Many seasonal team members return for future seasons, and some have gone on to pursue additional opportunities with PaulHood as business needs allow.

     
    EEO and Diversity Statement 
    PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.  

     At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

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