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Unity Search Group
http://www.unitysearch.com
http://www.unitysearch.com
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Associate Planner
Job Description
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.
Job Requirements
partnership or individual or corporate
Meet Your Recruiter
Eric Olschewsky
Associate Partner | Tax
UNITY.
Voted #1 Best Places to Work 2022, 2023 and 2024 by Dallas Business Journal
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Login to save this search and get notified of similar positions.About Plano, TX
Looking for exciting job opportunities in the Plano, Texas area? Discover your next career move in this vibrant city nestled in the heart of the Lone Star State. Plano offers a perfect blend of urban conveniences and natural beauty, with a booming economy and a welcoming community. With renowned companies calling Plano home, including Toyota and Liberty Mutual, endless growth opportunities await. Explore the thriving arts scene at the ArtCentre of Plano, catch a live performance at the Courtyard Theater, or indulge in the unique flavors of Tex-Mex cuisine at local eateries. With easy access to parks like Arbor Hills Nature Preserve and exciting attractions like Legacy West, Plano gives you a perfect work-life balance. Join us in Plano and unlock a world of possibilities for your career!