Partnership Specialist - Financial Services

Duties:

• As a key member of the Partnership Accounting team, you will be responsible for providing world class service to the firm's Financial Advisors (FAs).
• This role will focus on providing education and guidance to Financial Advisors to enable them to make an informed decision about a new partnership opportunity.
• Through phone calls or scheduled appointments, the Specialist will answer questions about the model, review business plan modeling scenarios and support guidance for the FA regarding compensation, healthcare options, state/federal tax considerations and retirement benefits.

Responsibilities:

• Support Financial Advisors in providing guidance based on analyses to inform decisions
• Leverage accounting and tax knowledge to prepare individual tax returns
• Manages multiple tasks and strives for timely follow-up

Qualifications:

• Bachelor's degree with a focus in accounting, business administration or finance (Able to substitute with certifications related to/for individual tax return preparation)
• Experience/certifications for individual tax return preparation
• Ability to provide advice and guidance by analyzing the comprehensive details of a situation.
• Strong computer skills, including effective use of Microsoft Office applications.
• Customer service skills: The ability to interact with others who need assistance by using excellent customer service skills to provide professional, comprehensive, and accurate solutions.
• Excellent verbal and written communication skills.
• Demonstrates expertise in world class service attributes, including professionalism, reaching agreement and customization, and spirit of caring.
• Must be able to respond to callers with appropriate tone, organized thoughts, and confidence.
• Must be able to respond to written correspondence in a clear, succinct manner using correct grammar, spelling, and format.
• Must be able to multi-task and follow-up appropriately to take issues to resolution.
• Must be able to work in a fast-paced, collaborative environment and quickly learn and apply new information.
• Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential for each person that you work with to support their needs.
• At least 2-3+ years experience with the requirements detailed above

Skills: Required

• Excellent Customer Service Skills
• Correspondence
• Microsoft Office
• Excellent Verbal And Written Communication Skills
• Retail Sales

Additional

• Tax Returns
• Accounting
• Finance
• Customer Service Oriented