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

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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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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!