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