Partnership Development Specialist

3 weeks ago

St Louis, Missouri, United States Apex Systems Full time
Job Summary

We are seeking a highly skilled Partnership Specialist to join our team at Apex Systems. As a key member of our Partnership Accounting team, you will provide world-class service to our Financial Advisors, focusing on education and guidance to inform their decisions about new partnership opportunities.

Responsibilities
  • Support Financial Advisors in providing guidance based on analyses to inform decisions
  • Leverage accounting and tax knowledge to prepare individual tax returns
  • Manage multiple tasks and strive for timely follow-up
Qualifications
  • Bachelor's degree with a focus in accounting, business administration, or finance (or certifications related to individual tax return preparation)
  • Experience/certifications for individual tax return preparation
  • Ability to provide advice and guidance by analyzing comprehensive details of a situation
  • Strong computer skills, including effective use of Microsoft Office applications
  • Customer service skills: ability to interact with others who need assistance 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 confidential for each person you work with to support their needs
  • At least 2-3+ years of experience with the requirements detailed above

Apollo 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.

Apollo Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apollo, 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 ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

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