Client Experience I (January-April 2025)

Title: Customer Experience (CX) Associates | Temp Assignment

Reports to: Senior Client Experience Associate or Client Experience Manager

Location: Mexico, Missouri

About the Role

At PaulHood we are about more than just your taxes. We are a modern, proactive, and personalized CPA firm leveraging technology and decentralized processes to deliver a high-quality client experience on a much bigger scale. At PaulHood, we understand that financial success isn’t about a one-size-fits-all solution. As a CX Associate, you are a crucial member of the client interaction process living and breathing our “client-focused” value every day.

We are seeking a motivated, high-integrity CX Associate team member to assist us during our peak time (January-April). The CX Associate would help with client engagement, communications support, scanning documents, and delivering documents to the client with a smile.

What You Will Bring, Do, and Own

• You serve as a client advocate, being adaptable, ready to learn new processes, having empathy for clients, taking responsibility to ensure all tasks are completed and customers have a great experience with PaulHood to boost client retention and growth.
• You perform document preparation, scanning and other administrative duties to ensure positive client interactions and operations throughout PaulHood.
• You serve as a point of contact for client communication including phone and office support, greeting clients and determining their specific needs.
• You enter accurate client data utilizing our software, tools, and technology to ensure a smooth flow of information and project coordination for clients and staff.

Who You Are

• You are organized, task oriented and obsessed with fully completing the todos.
• You speak clearly and confidently with clients and staff.
• You are adaptable and can keep your cool in a highpaced and at times stressful work environment.
• You 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 workrelated events

Experience and Education You Will Need

• High school diploma or equivalent
• One year or more of customer service experience preferred
• Experience with client relationship management software or project management software strongly preferred.
• Data entry or call center experience preferred

What You Will Get

You will enjoy a great work environment knowing you did a good job at the end of every day by helping clients and staff. On me occasions, high-performing seasonal staff are hired into permanent roles after tax season!

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 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.

About PaulHood

Joining PaulHood is more than just accepting a job offer—it’s joining a team that prioritizes your well-being and personal growth. Enjoy a great work environment, engage in events and training programs, and advance your career. But don’t just take our word for it, see for yourself.