The Lead Advocate role should be assigned thoughtfully. This individual will be responsible for understanding how SurePrep solutions integrate with your tax workflow from start to finish. They will be the go-to person for all questions and communications between our teams. After onboarding, they will become the lead trainer for all other local users at the office.
The key attributes of an ideal Lead Advocate are as follows:
- Someone who has extensive tax knowledge.
- Someone who is technologically savvy. At a minimum, this person should be familiar with the firm’s current tax processing workflow.
- Someone who has a thorough understanding of the firm’s goals and expectations.
- Someone who has the authority to enforce change.
- Someone who can participate in all meetings, including all onboardings and trainings. This person will be a key member of the training process and act as a liaison to the SurePrep training team.
- Ideally, someone who easily adapts to change and exhibits both leadership and motivational skills.