Tax Advisory Client Advocate: Elevate Client Experience

Tiger Recruitment; Cupertino (CA); On-site; USD 41,328 - 48,216; Full time

Job summary

A leading recruitment firm in California is looking for a Client Advocate to manage client relationships and ensure outstanding service. Responsibilities include resolving escalated issues, collaborating with accounting teams, and maintaining client satisfaction. The candidate should have 5+ years of experience in client management, strong problem-solving skills, and proficiency in CRM and tax software. This is a full-time position with competitive pay.

Qualifications

• 5+ years of experience managing client relationships in accounting or finance.
• Strong proficiency in CRM tools and tax software required.
• Excellent written and verbal communication skills with a client-first mindset.

Responsibilities

• Act as the main liaison between clients and the firm.
• Build and nurture strong client relationships.
• Resolve client complaints in a professional manner.

Skills

Customer service

Conflict resolution

CRM tools proficiency

Verbal communication

Problem-solving

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

QuickBooks

CCH

UltraTax

Xero

Job description

A leading recruitment firm in California is looking for a Client Advocate to manage client relationships and ensure outstanding service. Responsibilities include resolving escalated issues, collaborating with accounting teams, and maintaining client satisfaction. The candidate should have 5+ years of experience in client management, strong problem-solving skills, and proficiency in CRM and tax software. This is a full-time position with competitive pay.