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Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.

Explore Career Opportunities

Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.

Associate Planner

Plano, TX 75034

Employment Type: Direct Hire Job Category: Tax Job Number: 4024

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

Job Requirements

partnership or individual or corporate

Meet Your Recruiter

Eric Olschewsky

Associate Partner | Tax         

 

 

 

UNITY.

Voted #1 Best Places to Work 2022 and 2023 by Dallas Business Journal

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