At VANTIVE PARTNERS™ we are looking for individuals with a strong desire to create a highly personalized environment offering tax expertise for our clients. If you are interested in pursuing a career with VANTIVE PARTNERS below is a listing of the positions available. Please contact the individual offices to determine if there are openings for which you can apply.
A position of great responsibility and even greater reward, this role involves each and every aspect of managing a new Vantive Partners retail office. Day to day responsibilities include:
A Vantive Principal is also involved in local marketing efforts and is especially active in community organizations. This participation helps accomplish the above responsibilities by effectively building referral business. Additionally, a Principal will be charged with helping resolve any tax- or service-related issues and, on occasion, will be exposed to tax return preparation, as well as the review of those returns with clients.
Advisors at Vantive Partners have a single objective: helping clients meet their tax and financial goals. They embrace this responsibility—they deliver the highest-quality tax return and tax-related advice—and they apply their specific expertise to each client's unique tax and financial situation. In doing so, Vantive Advisors build and strengthen client relationships, assisting the Principal in client retention and promoting new client acquisition through client referrals.
This is the first impression of Vantive Partners and, as such, it is most important. A person in the role of Client Support Assistant (CSA) is responsible not only for greeting clients, but for identifying and addressing their individual needs. What's more, the CSA is integral in maintaining a pleasant, businesslike atmosphere and attitude throughout the Vantive Partners office. The CSA is a true team player in the office, helping the Principal and Advisors grow the business and meet client needs.
