Senior Partnership Specialist at NextGen IS | Torre

Senior Partnership Specialist

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Full-time

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Shared by
Cata Morales
3 days ago

Requirements and responsibilities


We are hiring a Senior Partnership Specialist to support Financial Advisors by guiding partnership opportunities, compensation, retirement benefits, healthcare options, and tax considerations.Key Requirements:Bachelor's degree in Accounting, Business, Finance, or related field (or equivalent tax certification)2+ years of relevant experienceExperience with individual tax preparation (partnership tax experience is a plus)Strong analytical, communication, and customer service skillsProficiency in Microsoft OfficeIf you're interested or know someone who would be a great fit, feel free to connect with me or send your updated resume!If anyone is interested, kindly share your updated resume to kartheek@nextgen-is.com