PaulHood

Title: Senior Staff Accountant Location: Remote Job Description: Location: Remote (Hybrid Eligible, if near a local office) About the Role At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership structure provides clients with expert tax and financial guidance, helping them feel more secure and achieve their long-term goals. Founded 30 years ago by Paul Hood, the company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we’ve modernized our business with technology and operational practices more aligned with SaaS companies than traditional CPA firms. In response to this growth, we are seeking a Senior Staff Accountant to manage a portfolio of client accounts, lead complex accounting projects, and support the professional development of junior staff. The ideal candidate will have a proven track record in financial reporting, client bookkeeping, process improvement, mentoring team members, and managing client expectations with care and professionalism. To do this well, you’ll need to be both technically strong and people-savvy—able to juggle deadlines, provide strategic insights, and lead by example. You’ll also need to be detail-oriented, tech-proficient, and passionate about delivering a consistent, high-quality client experience. What You Will Bring, Do, and Own - Supervise and mentor accounting staff, providing oversight of daily workflows and ensuring deliverables meet internal standards. - Review client financials prepared by team members for accuracy and compliance prior to submission and billing. - Perform advanced accounting work including QBO cleanups, system setups, and complex reconciliations. - Lead and participate in training and onboarding for accounting staff, identifying gaps and building team capability. - Maintain and track client service agreements, ensuring fees and services are properly aligned. - Collaborate in the development and refinement of internal accounting procedures and documentation. - Monitor accounting KPIs, including utilization and realization rates, adjusting workload as needed. - Stay up-to-date on changes to GAAP, tax codes, and industry regulations through professional development. - Participate in recurring team meetings to align on goals, priorities, and process improvements. - Perform other related duties as assigned to support the team and organizational goals. - Experience and Education You Will Need - High school diploma or equivalent required; a bachelor's degree in accounting, finance, or a related discipline is strongly preferred. - Three to five years of accounting experience, QBO experience required, with demonstrated expertise in bookkeeping and financial reporting. Public accounting experience preferred - QBO Level 2 Bookkeeper certification required; must be willing to secure certification within 60 days of employment if not currently certified. - Highly proficient with accounting software, Microsoft Office Suite, and the ability to adapt to new systems quickly. - Exceptional organizational skills, attention to detail, and a proven ability to manage time effectively in a high-paced environment. Who You Are - You are an accounting ninja and possess deep expertise in accounting practices and procedures, with the leadership skills to guide and mentor team members. - You demonstrate exceptional accuracy and crazy attention to detail, effectively managing multiple priorities and consistently meeting deadlines. - You are a strategic thinker, capable of analyzing complex financial data and delivering insightful, data-driven recommendations. - You have strong leadership skills and enjoy mentoring and supporting team members by providing feedback and ensuring high-quality outcomes. - You communicate complex financial information with clarity and impact, ensuring understanding across clients and team members. - You are highly proficient in Microsoft Office Suite, advanced spreadsheets, and accounting software, with the ability to master new systems quickly. - You uphold the highest standards of confidentiality and professionalism in all interactions. - You navigate high-paced, high-pressure situations with confidence, maintaining composure and focus. What’s In It For You 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. In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard + Paid parental leave + Comprehensive Employee Benefits Package + 401k Program with Company Matching + Paid Volunteer Days + Educational/Personal Growth Reimbursement 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.

Role Description 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. 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 Operations Onboarding Manager to lead our client onboarding specialists, driving quality, consistency, and scalability across the client onboarding experience for both net new and acquisition clients. The ideal candidate will have a proven track record in: - Managing a small team of direct reports - Process and workflow management - Service agreement and billing accuracy - Team leadership and coaching - Cross-functional collaboration - Operational problem-solving in fast-paced environments To do this well, you’ll need to have: - 2 years management experience - Hands-on and detail-oriented approach - Ability to balance execution and leadership in a high-volume environment - Strong relationship-building skills across teams like Sales and Client Success - Capability to identify patterns and proactively solve problems - Understanding of escalation paths and continuous process improvement Qualifications - High school diploma or equivalent required; bachelor’s degree preferred - 2+ years of experience managing or leading a team in a high-volume, process driven environment - Strong background in workflow management, including queue based work or operational process execution - Experience with service agreements, billing systems, or subscription based services preferred - Familiarity with CRM or workflow management tools (e.g., Qount or similar platforms) preferred - Experience training or coaching team members on processes, tools, and quality standards preferred Requirements - Ensure onboarding workflows, billing subscriptions, service agreements, and client records are completed accurately prior to handoff for both net new and acquisition clients - Lead and manage our team of client onboarding specialists (3-5 direct reports) - Own the coordination with cross-functional teams to ensure we properly price, scope, create, and send service agreements for our new acquisition clients accurately and efficiently - Monitor onboarding SLAs, queue health, and process adherence; proactively adjust priorities to meet deadlines - Identify trends, bottlenecks, and recurring issues impacting onboarding speed, quality, or client experience - Serve as the first escalation point for complex onboarding, billing, and service agreement issues - Resolve client-impacting issues quickly and accurately to minimize rework and friction - Provide guidance on proper service agreement setup, including pricing structure, templates, and billing rules - Troubleshoot and correct agreement errors (pricing, signers, billing subscriptions, service configuration) - Partner with Sales and Client Success to ensure clean, consistent handoffs and aligned client expectations - Lead day-to-day onboarding team operations, including workload balancing, prioritization, and performance oversight - Monitor team capacity and onboarding queues, adjusting assignments to maintain efficiency and SLA adherence - Coach and develop onboarding specialists to improve accuracy, confidence, and process consistency - Surface risks, capacity concerns, and performance trends to the Director of Client Operations - Partner with Client Ops team members to document, refine, and improve onboarding processes and workflows - Identify system issues or bugs impacting onboarding and escalate appropriately with clear documentation - Support training across teams (Sales, CX, Onboarding) to reinforce correct processes and reduce errors Benefits - Bonus Opportunity - Stock Options - Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard - Paid parental leave - Comprehensive Employee Benefits Package - 401k Program with Company Matching - Paid Volunteer Days - Educational/Personal Growth Reimbursement

Title: Client Operations Onboarding Manager Reports to: Director of Client Operations Location: Remote, USA or Any PaulHood Office 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 Client Operations Onboarding Manager to lead our client onboarding specialists, driving quality, consistency, and scalability across the client onboarding experience for both net new and acquisition clients. The ideal candidate will have a proven track record managing a small team of direct reports, in process and workflow management, service agreement and billing accuracy, team leadership and coaching, cross-functional collaboration, and operational problem-solving in fast-paced environments. To do this well, you’ll need to have 2 years management experience, be hands-on and detail-oriented, with the ability to balance execution and leadership in a high-volume environment. You’ll need to navigate ambiguity, understand the nuances of the client operations responsibilities, and build strong relationships across teams like Sales and Client Success. You’ll also need to identify patterns, proactively solve problems, understand paths for escalation, and continuously improve processes while maintaining a high standard of quality and accountability. What You Will Do - Ensure onboarding workflows, billing subscriptions, service agreements, and client records are completed accurately prior to handoff for both net new and acquisition clients - Lead and manage our team of client onboarding specialists (3-5 direct reports) - Own the coordination with cross-functional teams to ensure we properly price, scope, create, and send service agreements for our new acquisition clients accurately and efficiently - Monitor onboarding SLAs, queue health, and process adherence; proactively adjust priorities to meet deadlines - Identify trends, bottlenecks, and recurring issues impacting onboarding speed, quality, or client experience - Serve as the first escalation point for complex onboarding, billing, and service agreement issues - Resolve client-impacting issues quickly and accurately to minimize rework and friction - Provide guidance on proper service agreement setup, including pricing structure, templates, and billing rules - Troubleshoot and correct agreement errors (pricing, signers, billing subscriptions, service configuration) - Partner with Sales and Client Success to ensure clean, consistent handoffs and aligned client expectations - Lead day-to-day onboarding team operations, including workload balancing, prioritization, and performance oversight - Monitor team capacity and onboarding queues, adjusting assignments to maintain efficiency and SLA adherence - Coach and develop onboarding specialists to improve accuracy, confidence, and process consistency - Surface risks, capacity concerns, and performance trends to the Director of Client Operations - Partner with Client Ops team members to document, refine, and improve onboarding processes and workflows - Identify system issues or bugs impacting onboarding and escalate appropriately with clear documentation - Support training across teams (Sales, CX, Onboarding) to reinforce correct processes and reduce errors Experience You Will Need - High school diploma or equivalent required; bachelor’s degree preferred - 2+ years of experience managing or leading a team in a high-volume, process driven environment - Strong background in workflow management, including queue based work or operational process execution - Experience with service agreements, billing systems, or subscription based services preferred - Familiarity with CRM or workflow management tools (e.g., Qount or similar platforms) preferred - Experience training or coaching team members on processes, tools, and quality standards preferred Who You Are - You identify process gaps and implement improvements that increase efficiency and accuracy. - You handle escalations effectively, resolving complex operational or client issues with confidence. - You collaborate cross‑functionally, partnering with teams such as Sales, Client Success, and Operations to drive results. - You have strong data awareness, monitoring SLAs, tracking performance, and identifying trends to inform decisions and improvements. - You have a sharp eye for detail and proactively identify issues before they escalate. - You lead hands‑on, balancing direct execution with coaching and developing others. - You are process‑driven, continuously improving workflows to reduce errors and increase efficiency. - You remain calm under pressure, effectively managing escalations and high‑volume workloads. - You communicate clearly, translating complex processes into actionable guidance for teams and partners. - You take ownership of outcomes, following through on commitments with accountability and reliability. - You collaborate effectively, building strong cross‑functional relationships to align stakeholders around shared goals. - You adapt quickly, thriving in fast‑changing environments as priorities shift. What’s In It For You 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. In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard + Paid parental leave + Comprehensive Employee Benefits Package + 401k Program with Company Matching + Paid Volunteer Days + Educational/Personal Growth Reimbursement 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.

Title: Client Success Manager Reports to: Director of Client Success Location: Remote, USA 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. As a Client Success Manager, you’ll serve as the primary point of contact for a designated book of business, responsible for managing client relationships and ensuring all work is completed accurately and on time across our teams. The position oversees client workflows, deadlines, escalations, and renewals while coordinating with internal teams to deliver seamless service. In addition to maintaining client satisfaction and retention, this role contributes to revenue growth by identifying upsell opportunities and ensuring service agreements are properly priced. Success in this position requires strong communication, organization, and accountability to effectively manage client expectations and outcomes. This role is a vital part of delivering on our firm’s mission to redefine what clients can expect from a relationship with their financial services partner. By keeping projects moving, removing friction, and ensuring deadlines are met, you’ll play a direct role in building trust and demonstrating the value of our year-round membership model. To do this well, you’ll need to be highly organized, client-focused, and proactive, with the ability to manage a high-volume book of business while maintaining accuracy and strong client relationships. You’ll need to communicate clearly, build trust in every interaction, and confidently triage and resolve issues, even when they require coordination across teams you don’t directly manage. You’ll also need the ability to think strategically about client retention while staying hands-on with workflows, deadlines, and escalations. You’ll also need 2–4 years of experience in Customer Success, Account Management, or Customer Service, along with moderate tax fluency and some experience in accounting or financial services. Comfort with owning Net Revenue Retention, using CRM or tax practice software, and leveraging automation tools will be key. If you’re entrepreneurial, innovative, and excited to build processes from scratch, you’ll be set up to succeed in this role. What You Will Do - Serve as the main point of contact for your book of business - Tracking of all client workflows and return statuses across multiple entities and individuals, ensuring timely and accurate completion of work for your book of business - Build and maintain relationships with key client contacts - Take full responsibility for the timely resolution of any client escalations whether inbound from the client or flagged internally by a teammate - Ensure clients are meeting deadlines for input and document submission - Own escalations of client issues to complete resolution for their book of business, even if those require other teams or staff to resolve - Be responsible for the overall NRR (Net Revenue Retention) for their book of business - Assist with identifying and collaborating with our expansion team on potential upsell and cross-sale opportunities - Be responsible for re-tiering mis-priced service agreements - Own the validation of any client changes that come out of auto-renewals, including changes to payments, services, and/or client off-boarding. - Ensures client meetings are being scheduled - Ensures new clients under their book of business are successfully onboarded and contacted - Direct outbound phone call and email to newly onboarded accounts - Have a clear understanding of the expected timeline for work to be completed and help to properly manage client expectations throughout Experience You Will Need - 2-4 years of experience in Customer Success, Account Management, or Customer Service - A high school diploma is required. A college degree in a related field is preferred - Having a background in managing a book of business (customer success, account management, etc.) is preferred - Must be comfortable owning Net Retention for their book of business and understanding the work required to ensure the success of their clients throughout the course of the year to keep them coming back - Must be tech-savvy. Experience with CRM and tax practice software (e.g., Qount, CCH Axcess) is a plus - Basic tax literacy to understand the services we provide and the steps we take to get work done is a plus Who You Are - You can provide proactive relationship management and client service acumen - You have exceptional verbal and written communication skills, follow through on your commitments, and collaborate well with your peers to serve your clients effectively - You have professional-level organizational and process management skills, allowing you to manage a high-volume client workload without sacrificing quality - You can triage issues and assess potential escalations - You have a strong pulse on where work is sitting across the process and can effectively manage the efficiency of the work moving for their clients - You are comfortable with automation tools and templated communication - You see every interaction – even quick ones – as a chance to build trust and reassure clients they are in capable hands - You are innovative, creative, and entrepreneurial, and are always looking for ways to deliver more value with the time and resources available to you What’s In It For You 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. (Incumbent will be granted a generous allowance of time off per year, in addition to our 19 company holidays.) In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Comprehensive Employee Benefits Package + 401k Program with Company Matching +Paid Volunteer Days + Educational/Personal Growth Reimbursement 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.

Title: IT Support Analyst Reports to: Senior Director of Corp IT and Security Location: Remote, USA Compensation: $24-$25/hour 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 As an IT Support Analyst, you will be instrumental in providing technical support to end-users, onboarding new employees, and managing access provisioning to various systems. To succeed in this role, it will be important that you demonstrate strong troubleshooting skills, a human-centric mindset, and the ability to work both independently and collaboratively in a fast-paced environment. What You Will Do: Technical Support Provide tier 1 technical support to end-users via phone, email, Teams chat, or in-person. Diagnose, troubleshoot, and resolve hardware, software, and network-related issues. Escalate complex issues to higher-level support when necessary. Onboarding & Offboarding Collaborate with HR and hiring managers to ensure smooth onboarding of new employees, including setting up workstations, accounts, and required software. Conduct orientation sessions for new hires on IT policies, tools, and best practices. Coordinate offboarding processes by revoking system access, collecting equipment, and updating asset inventory. Access Provisioning & Identity Management Provision, monitor, and manage user accounts, groups, and permissions across multiple systems using identity and access management tools. Maintain documentation of user access rights, security groups, and role-based access controls. Regularly audit system permissions to ensure compliance with security protocols and company policies. Customer Service Provide exceptional customer service, ensuring user satisfaction by following up on issues and requests in a timely manner. Educate users on best practices to reduce ticket volume and promote efficient use of technology tools. Continuous Improvement Suggest process improvements based on recurring support issues and user feedback. Experience You Will Need One year prior experience in a cloud-based IT support role Proficiency with both Windows and MacOS operating systems. Experience provisioning and managing user accounts using an SSO platform (Okta, JumpCloud, OneLogin) and managing a fleet of devices with an MDM (InTune, Kandji, or similar) Familiarity with cloud-based computer environments like AWS or Azure. Working knowledge of Office 365, Active Directory, and common business software tools. Basic knowledge of networking concepts (TCP/IP, DNS, DHCP), hardware setup, and troubleshooting. Experience with ticketing systems (e.g., Jira, ServiceNow, Zendesk) and remote support tools. Certifications (Preferred) CompTIA A+, Network+, or other relevant certification Who You Are You have excellent communication skills with the ability to translate technical information into user-friendly language You’ve got strong problem-solving aptitude, attention to detail, and the ability to manage multiple tasks simultaneously You display a high degree of professionalism, confidentiality, and integrity in handling sensitive data What’s In It For You You’ll become a welcome member of a supportive and collaborative team and corporate culture, with ample opportunities for professional growth. You’ll enjoy the opportunity to work with a diverse set of technologies, and to continuously enhance your IT skill set. 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. Along with the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you’ll be part of a team that prioritizes trust, collaboration, and having fun. We work hard and value rest. In addition, our benefits package includes: +Competitive Compensation +Generous Paid Time Off Benefits + 17 Company Holidays + Bonus Opportunities + Stock Options + Comprehensive Employee Benefits Package + 401k Program with Company Matching +Paid Volunteer Days + Educational/Personal Growth Reimbursement 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.