Job Description

We are seeking a Tax Consultant to serve as a player‑coach—preparing and reviewing tax returns while mentoring Staff Preparers. Base pay range $95,000.00/yr – $125,000.00/yr Title: Tax Consultant Reports to: Manager of Tax Performance Location: KS/MO/OK/TX in‑office preferred; Remote/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. To support that growth, we are seeking a Tax Consultant to serve as a player‑coach—preparing and reviewing tax returns while mentoring Staff Preparers. In this role, you’ll help support day‑to‑day tax operations, assist in staff development, and build strong relationships with clients. You’ll also partner with the Senior Tax Consultants to lead tax initiatives and ensure high‑quality, timely service across a range of individual and business engagements. The ideal candidate will have a proven track record in individual and business tax preparation, staff mentoring and development, client communication, tax issue resolution, and project management. You’ll be detail‑driven, highly organized, and confident interacting with clients’ complex tax situations. You’ll bring a calm, solution‑oriented mindset to a fast‑paced environment and be ready to guide others, contribute to tax planning strategies, and maintain strong client relationships. You’ll also need to demonstrate professionalism, expertise in specialized areas of tax, and a passion for developing others. What You Will Bring, Do, and Own Prepare and review accurate and timely tax returns for individuals and businesses. Mentor and aid in the training of Staff Preparers to ensure team success. Review prepared returns for accuracy and compliance, identifying and addressing any issues. Oversee multiple tax compliance and consulting projects simultaneously. Assist in resolving IRS notices and collaborate with the Tax Resolution team. Provide input on tax planning strategies for both individual and business clients. Research complex tax topics and communicate findings clearly to clients and team members. Maintain strong client relationships, responding to inquiries and identifying growth opportunities. Serve as a point of contact for audit‑related matters when needed. Ensure efficient and accurate tax return entry, timekeeping, and use of firm systems. Achieve a billable percentage of 75% each quarter. Conduct client‑facing tax planning meetings. Experience and Education You Will Need Bachelor’s degree in accounting, finance, or a related field, or equivalent relevant experience. 5+ years of tax preparation experience, including individual and business returns. At least 3 years of prior management or supervisory experience strongly preferred. Proficiency in Microsoft Office. CPA or EA required, proof is required. Who You Are You demonstrate deep knowledge of tax laws and specialized expertise in areas such as business returns, trusts, and estates. You are skilled at reviewing tax returns and quickly identifying issues and opportunities. You’re detail‑oriented, organized, and able to manage multiple projects and deadlines with poise. You are solution‑focused and able to resolve tax issues with professionalism and care. You excel in client communication and building lasting professional relationships. You’re tech‑savvy, eager to learn new systems, and efficient in tax preparation and time tracking. You understand the importance of confidentiality, ethics, and leading by example. 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.) Benefits Stock Options Comprehensive Employee Benefits Package 401(k) 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. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Accounting/Auditing and Finance #J-18808-Ljbffr PaulHood

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