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Associate Planner

Job Type: Direct Hire

Job Description

Tax/Financial Planner – Plano/MOSTLY 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