Job description

CLIENT EXPERIENCE ADVOCATE
Description:
Hancock Askew is currently searching for a Client Experience Advocate to facilitate communication between the firm and our tax clients. This position is responsible for handling tax client communication and ensuring they receive concierge-level service throughout the tax return lifecycle. The role also involves administrative duties that support tax department processes and procedures.

Responsibilities:

• Provides concierge-level service to tax clients while serving as a liaison between clients and staff throughout the tax return lifecycle to ensure a "WOW!" experience
• Performs accurate and timely processing of engagement letters and related documents
• Onboards new clients
• Monitors workflow status to ensure return is progressing as communicated to the client; proactively communicates status to client throughout the return process
• Serves as backup for other administrative staff as needed
• Completes other duties/projects as directed by firm partners and staff

Qualifications:

• High school diploma/GED required
• Associate's degree in business-related field preferred
• 3+ years of customer service experience
• Previous experience in a professional services setting preferred
• Proficiency in Adobe Acrobat and Microsoft 365 applications (Word, Excel and Outlook)
• Strong detail-orientation and proofreading skills

Why Us:
At our firm you will find a culture anchored in strong core values supported by 29 fundamental principles that guide our daily interactions with our clients, each other and our communities. Our culture has recently earned our firm recognition as one of the Best Accounting Firms To Work For by Accounting Today, a Top 200 Firm by Inside Public Accounting, and one of the Best and Brightest Accounting Firms to Work For in both Atlanta and the Nation! We are as passionate about our employees as we are our clients, offering the strong camaraderie of a smaller firm with the strong professional support and flexibility that larger firms offer. Full-time benefits include:

• 4 weeks PTO for all full-time employees with an additional day being added each successive year of employment
• 10 observed, paid holidays
• Annual Firm-Wide Team Celebration Weekend
• Extensive insurance coverage including dental, vision, and 100% employer-paid health options
• 401(k) Retirement Plan with employer match and profit sharing
• Personal mentorship and coaching for all employees

Apply today to learn how Hancock Askew is "FUNdamentally Different" from the other firms!

Hancock Askew & Co., LLP is an equal opportunity and Affirmative Action employer. Reasonable Accommodation will be considered as required.

Job Type: Full-time

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