Partnership Specialist(Tax Analyst)

Partnership Specialists- REMOTE 3 months contract The Senior Partnership Specialists will be responsible for providing world class service to the firm''s Financial Advisors (FAs). This role will focus on providing education and guidance toFinancial Advisors to enable them to make an informed decision about partnership opportunities with the firm. They will be responsible for preparing for and conducting 1:1 Zoom calls with FAs during which they will review eligibility requirements, review busin

Job Summary The Senior Partnership Specialist is responsible for providing world-class service to the firms Financial Advisors (FAs). This role focuses on educating and guiding Financial Advisors through partnership opportunities by helping them understand eligibility requirements, business plan scenarios, compensation, healthcare options, state and federal tax considerations, and retirement benefits. The Specialist will conduct one-on-one Zoom meetings, respond to inquiries, and ensure advisors

Great culture! This Jobot Job is hosted by: Ruby Voight Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $250,000 - $600,000 per year A bit about us: We are a highly respected and growing public accounting and advisory firm serving privately held businesses, high-net-worth individuals, and closely held entities across a variety of industries. Our team is committed to delivering exceptional client service while fostering a collaborative envir

Personal Financial Advisor (Private Wealth) Remote (US Only) | ContractLocation: Remote (United States) Job Type: Contract About the RoleWe are seeking experienced Personal Financial Advisors and Private Wealth Management professionals to support the development of next-generation AI-powered financial advisory solutions. In this role, you will leverage your expertise in financial planning and wealth management to help train advanced AI systems using real-world financial scenarios. No prior AI e