Client Experience I - Virtual Support

$500 Seasonal Retention Bonus! $500 bonus payable in April for all seasonal team members who start on 12/9/25 and work with us through 4/15/2026! Title: Seasonal Client Experience I | Virtual SupportEmployment Season: 12/9/2025-4/15/2026Location: RemoteAbout the RoleAt 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 Client Experience I to support the day-to-day service needs of our 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. As a Client Experience I, you play a vital role in delivering exceptional client support through virtual communication and task-oriented responsibilities. You focus on delivering outstanding customer service ensuring smooth workflows for project setup, document management, and ticket resolution while supporting projects and maintaining high standards of service.You work primarily in a virtual environment; you contribute to a seamless client experience through efficient queue-based work and attention to detail in electronic delivery and portal document management. What You Will Bring, Do, and OwnYou deliver outstanding customer service to clients through every interaction to enhance the client experience and increase client satisfaction and retention. You execute consistent, positive customer service to clients and assist with the creation and organization of client projects, ensuring all necessary details and resources are properly aligned and available for successful completion.You sort, organize, and process incoming and outgoing client documents through virtual systems. You ensure accuracy and timeliness in handling sensitive information, maintaining high data integrity. You resolve client issues through the use of service tickets, phones, portals, or other virtual communication tools providing excellent customer service at all times. You escalate complex issues to the appropriate staff or department as needed. You manage the electronic delivery of documents, ensuring clients have access to necessary files through the client portal.Assist with troubleshooting portal access or document-related concerns. You prioritize and complete tasks assigned through a virtual que system, maintaining productivity and focusing on client-centered results. You contribute to department-wide initiatives or one-time tasks requiring additional support. You take ownership of assigned responsibilities to help meet project deadlines. You work closely with team members and other departments to share updates, resolve issues, and support overall client satisfaction and retention.Who You AreYou love delivering outstanding customer service and value developing long-lasting relationships with clients. You’re comfortable working with virtual systems, portals, and digital tools, with a knack for quickly learning new technologies. You take pride in keeping things in order, ensuring documents, projects, and tasks are accurate and complete. You can interact professionally with clients and team members in writing and over the phone, ensuring clarity and understanding. You are a self-starter and excel at managing and completing tasks in a structured environment, keeping productivity high while maintaining quality.You work collaboratively, supporting your colleagues and contributing to the team’s overall success. You are tech-savvy and know Microsoft Office suite and the ability to quickly learn new software and technology. You show up for work on time with a positive attitude and know how to keep information confidential. Experience and Education You Will NeedHigh school diploma or equivalent required. One year of customer service experience required. Data entry or call center experience is strongly preferred.Experience with client relationship management software or project management software is preferred. What’s In It For YouYou 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.EEO and Diversity StatementPaulHood 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.Apply tot his job