Associate Financial Planner
SNI has partnered with one of the Top Specialized Accounting firms that operates across all 50 states.
This is a great opportunity for accounting and tax professionals who are currently looking to make a transition out of the public accounting space, into a role with that offers a great work-life balance with stability and a close-knit work culture.
The Associate Financial Planner will have a combination of Finance, Accounting, and Tax and significant client interaction.
Responsibilities include: Financial analysis and planning Investment analysis, allocation Tax planning, reviewing returns, Quarterly and Annual financial reporting, and Ad hoc projects.
This company has beautiful offices in Plano, great work-life balance, unlimited PTO, a planned path to Manager, and a very impressive team that offers training and mentoring.
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance, Accounting/Auditing, and Strategy/Planning -
Industries
Financial Services
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See who you knowFeatured Benefits
Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k)
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