Associate Planner
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-18
Listing for:
Unity Search Group
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Consultant, Financial Analyst
Job Description & How to Apply Below
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.
Position Requirements
10+ Years
work experience
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