Job#: 3042648

Job Description:

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

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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