PaulHood

The role focuses on identifying, engaging, and qualifying new business leads through multi-channel prospecting and inbound lead management. The representative is responsible for conducting discovery conversations and ensuring a seamless handoff of qualified opportunities to the sales team.

Serve as the primary point of contact for a book of business, managing client relationships and ensuring timely completion of tax and financial workflows. Responsible for driving Net Revenue Retention through client satisfaction, renewals, and identifying upsell opportunities.

Prepare complex individual and business tax returns while overseeing and mentoring junior staff. Conduct tax research, handle IRS/state notices, and lead client-facing tax planning meetings.