Financial Services Specialist

5 days ago


Whitney Point, New York, United States Revalla Full time
About the Role

This position involves working closely with clients to understand their financial needs and provide tailored solutions. You will also be responsible for staying up-to-date with changes in tax laws and regulations, as well as collaborating with colleagues to achieve sales targets and drive business growth.

**Key Responsibilities:** Conduct face-to-face tax interviews, prepare complete and accurate tax returns, generate business growth, increase client retention, and offer additional products and services. Utilize effective communication skills to build strong relationships with clients, identify their needs, and provide personalized solutions.



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