Partnership Specialist - Tax/Customer Service Background - Remote

Job Description

Job Description

Partnership Specialist – Remote

Pay Rate : $48 - $49/hour, 40 hours per week, 8:00 to 5:00 CT weekdays

Employee: W-2 contractor role

Location: Remote to HQ located at 12555 Manchester Road, Des Peres, MO

Length: September 15, 2025, to December 31, 2025, with a possible extension

VisionCor Solutions partners with leading organizations to deliver exceptional solutions. Join our team and support our clients’ projects. We are currently seeking a Partnership Specialist to work as a contractor on our client’s Partnership Support team.

Duties:

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 provide guidance and support 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 discuss partnership opportunities.

· 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 and/or partnership tax return preparation is desired

· 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 and share with others on a Zoom call 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, 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 3+ years of experience with the requirements detailed above

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Join us at VisionCor Solutions, a leading professional and consulting firm providing organization, leadership, technical, and learning solutions services. Since 1990, we have partnered with a diverse range of Fortune 500 clients across the United States, delivering innovative solutions that drive success. Headquartered in Charlotte, NC, we are dedicated to excellence and forward-thinking approaches in our field.

Company Description

Join us at VisionCor Solutions, a leading professional and consulting firm providing organization, leadership, technical, and learning solutions services. Since 1990, we have partnered with a diverse range of Fortune 500 clients across the United States, delivering innovative solutions that drive success. Headquartered in Charlotte, NC, we are dedicated to excellence and forward-thinking approaches in our field.