Sr. Partnership Specialist

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 to Financial 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 business plan modeling scenarios and support guidance for the FA regarding compensation, healthcare options, state/federal tax considerations and retirement benefits.

• Bachelor's degree with a focus in accounting, business administration or finance; certifications related to individual tax return preparation will be considered in lieu of a bachelor s degree.
• Ability to provide advice and guidance by analyzing the comprehensive details of a situation.
  
• Strong computer skills, including effective use of Microsoft Office applications.
• 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 the 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.
• Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential for each person that you work with to support their needs.
• 2+ years experience with the requirements detailed above
  
• Experience in individual tax return preparation
• Experience in individual and/or partnership tax returns would be a huge plus
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