Financial Planning, Mentoring, Process Improvement, Public Accounting, Tax Accounting, Tax Planning, Wealth Management
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.