Referral Relations Associate

Referral Relations Associate 

H&CO is one of the leading professional services firms providing domestic & international accounting, tax and technology advisory services to domestic families, global families and multinationals. With a global presence, we specialize in navigating the complexities of international taxation, helping our clients optimize their cross-border transactions and comply with ever-changing regulations.

The Role:

As a Referral Relations Associate, you will play a crucial role in driving growth within the international private client sector. You will be entrusted with generating new relationships for the company by targeting existing and potential referral partners, while also collaborating with the leadership team to ensure an organized, focused strategy is developed and executed in expanding relationships with strategic H&CO Partners.

Responsibilities:

• Develop and implement a structured communication plan to ensure consistent and meaningful interactions with firm partners and referral sources.
• Implement strategic relationship-building initiatives to foster long-term partnerships.
• Utilize technology and data analytics to enhance touchpoint effectiveness.
• Measure and evaluate the impact of touchpoint strategies on partnership development and referral generation.

Qualifications:

• Bachelor's degree in Business Administration or a related field.
• 3+ years of experience in professional services.
• Strong written and verbal communication skills coupled with sound interpersonal and relationship-building skills.
• Proven ability to plan and manage resources.
• Proficiency in English, Portuguese and Spanish preferred.
• Familiarity with CRM software and Microsoft Suite.

We are very proud of our team members and are looking to expand even more. Therefore, we are committed to hiring experienced and highly reliable individuals, who will be an asset to the firm through their work ethic, integrity, and flexibility. We have an open-door policy, as we want to encourage communication and teamwork. Our teams are divided into the following divisions: Accounting, Tax, Payroll, Technology, and Human Capital.

H&CO, LLP is an equal opportunity employer. Diversity is one of our core values, as such, H&CO, LLP does not discriminate against race, color, religion, sex, sexual orientation, marital status, or any other factor.