Onsite Client Experience Lead, Tax & Advisory Equity
Cynch Inc.
Aardvark Tax Advisors in Pleasanton, CA is seeking a Client Advocate to own the client experience for an assigned group of clients, guiding them through tax and accounting processes and keeping engagements moving. You will manage onboarding, resolve issues, and collaborate with Client Success leaders to improve service delivery while maintaining clear, proactive communication and ensuring deadlines are met. #J-18808-Ljbffr Cynch Inc.
$90k - $115k
...At Aardvark Tax Advisors, the client comes first. We’re a... ...accounting, and advisory firm serving small... ...responsibility and equity over time. We're... ...own the client experience for an assigned group... ...This role is onsite, out of our Pleasanton... ...of contact. Lead client onboarding...Employment EquityTaxSeasonal workWork at officeLocal area- ...handling all the legal, tax, and operational... ...is expanding our client success team and seeking... ...a world‑class experience A people person;... ...can both follow and lead depending on the... ...asynchronously Onsite (3-4 hrs) - present... ...includes: Salary + Equity : We offer a competitive...Employment EquityTaxLive inWork at officeRelocation
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