Seasonal Client Success Representative - In-Office Support

Title:
Seasonal Client Success Representative I – In-Office Support(December 8, 2026 – April 30, 2027)

Reports to:
Client Experience Manager

Location:
Overland Park, KS

Budget: $18 - $20/hr

At Paul Hood, 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 2
Seasonal Client Success Representatives 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’relooking for individuals toassistus from December 8, 2026
through April 30, 2027
.

The ideal candidates 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.

• Respond to routine client inquiries and provide timely updates and support.
• Manage client requests, ticket queues, and elevate 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 work spaces for new employees and support office preparedness activities.
• Contribute to process improvements that enhance client service and operational efficiency.

• 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.

• 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…