Associate Planner
New Today
Tax/Financial Planner - Plano - 2/3 days remote
Specialized wealth management firm searching for someone with 1-5 years of public accounting experience.
Person will work closely with a mentor to perform investments, tax planning, debt restructuring, business profit improvement, projections and acquisitions.
Unique opportunity for tax professionals to transition into financial planning in a blended finance/tax role!
Salary up to $105k.
partnership or individual or corporate
- Location:
- Plano
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