Note: The job is a remote job and is open to candidates in USA. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. The role of Sr. Partnership Specialist focuses on providing education and guidance to Financial Advisors regarding partnership opportunities, including eligibility requirements and compensation options.
Responsibilities
- 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
Skills
- 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 MS Office applications
- The ability to interact with others who need assistance by using excellent customer service skills to provide professional, comprehensive, and accurate solutions
- 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
- 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
Benefits
- Duration: 04 Contract + Possibility of Extension/FTE
- Location: Remote
- On W2
Company Overview