Client Advocate

Job Description

Job Description

At Aardvark Tax Advisors, the client comes first. We’re a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. Our people are uniquely enabled to spend more of their time understanding clients, solving complex problems, and building lasting relationships.

Technology helps make that possible. As the accounting and client services practice of Cynch AI, we use proprietary AI to reduce routine tasks and free up time for higher-value client work. Our tools support the work. Our people remain accountable for the outcome.

We’re building an expanding practice with clear paths for career advancement. We're a fast-growing practice with clear paths for advancement. We grow organically and through strategic acquisitions, and as we grow so does our team's scope of responsibility. Each level has defined expectations and advancement criteria, with performance-based opportunities for greater responsibility and equity over time.

We're looking for a  Client Advocate to be the primary relationship and workflow partner for an assigned book of 750+ clients throughout the tax and accounting lifecycle. You'll keep clients informed and on track, coordinate work across internal teams, resolve issues, and improve how work gets done.

The role is based out of our Pleasanton office.

To ensure your application reaches the right team, please apply online rather than calling or visiting our offices.

What You'll Do

Client Relationships and Communication

• Serve as the dedicated point of contact for your assigned clients, guiding them through onboarding, documentation, tax preparation, and ongoing requests.
• Set clear expectations for timelines, deliverables, and required actions, and keep clients informed of return status, project milestones, and next steps.
• Check in proactively to assess client satisfaction and identify opportunities to improve their experience.
• Follow up on client feedback.

Workflow and Delivery Management

• Own the movement of client work through our Intake and Delivery pipelines.
• Coordinate with Tax and internal Client Success teams to resolve client questions.
• Keep client records, documentation, and status updates accurate in our CRM and workflow tools.
• Generate invoices, process payments, and make sure tax returns are assembled accurately.
• Partner with administrative and document-specialist teams to support timely delivery, particularly during peak periods.

Problem-Solving and Process Improvement

• Address routine client issues and Level 1 escalations promptly and professionally.
• Identify recurring issues in client workflows and recommend fixes to the Client Success Leader.
• Help build procedures, communication flows, and client-service practices as we integrate new firms and grow.

Requirements

What You'll Bring

• 5+ years of experience managing client relationships in a high-volume, client-facing environment.
• Strong communication skills, with the ability to make complex topics clear and actionable for clients.
• Comfort with CRM, workflow, and communication tools.
• The ability to resolve routine client issues and recognize when to escalate.
• Exceptional communication skills.  This role pivots on your ability to successfully communicate to different groups of people with different sets of knowledge in a way that is clear, confident, and credible.

Helpful Experience

• Experience in tax, accounting, finance, legal, or another regulated professional-services environment.
• Familiarity with tax and accounting workflows, common tax concepts, and tools such as QuickBooks, PandaDoc, DocuSign, or CCH.
• Experience working across multiple offices or teams.

Working Conditions

• Exempt, salaried.
• Onsite at our Pleasanton office. Hybrid schedule only with Client Success Leader approval.
• May require occasional travel for meetings or training.
• Extended hours may be required during peak tax and business cycles.

Salary Range: $90,000 – $115,000, plus equity

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with match)
• Life Insurance (Basic)
• Paid Time Off (Unlimited Vacation, plus Sick & Public Holidays)
• Stock Option Plan