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Associate Planner
Associate PlannerUnity Search Group • Plano, TX, US
Associate Planner

Associate Planner

Unity Search Group • Plano, TX, US
[job_card.30_days_ago]
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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.

partnership or individual or corporate

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Associate Planner • Plano, TX, US

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