Tax Associate II

hace 1 semana

Mexico, Missouri PaulHood A tiempo completo

Title: Tax Associate II (Seasonal) 

Reports to: Tax Performance Manager 

Location: Columbia/Mexico, MO/St. Louis, MO - In-Office preferred; Hybrid Eligible 


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. 

In response to this growth, we are seeking a Staff Associate II (Seasonal) 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. We're looking for individuals to assist us from January 2026 through April 15, 2026. 

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. 

What You Will Bring, Do, and Own 
  • 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  


Experience and Education You Will Need 
  • 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. 
  • Associate degree or formal tax preparation training highly preferred. 
  • Spanish language competency is a bonus 


Who You Are 
  • You demonstrate foundational and developing knowledge of both individual and business tax preparation. 
  • You are confident preparing returns, identifying red flags, and asking for help when needed. 
  • You excel at organizing, reviewing, and verifying complex financial data. 
  • You're proactive, reliable, and able to manage competing priorities and deadlines. 
  • You are tech-savvy and eager to master new tools and platforms. 
  • You remain calm under pressure and maintain professionalism with clients and teammates. 
  • You understand the importance of confidentiality, ethical behavior, and quality service. 
  • You contribute positively to a collaborative, client-focused team culture. 


What's In It For You 

In the past, some seasonal team members have gone on to find long-term opportunities on our team at the end of the seasonal project. While this can't be guaranteed and depends on business needs at the time, we're always happy to consider seasonal team members for any opportunities that may arise.   

Whether with us short-term or long-term, you 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.   

In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you'll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest.  

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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