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Associate Financial Planner - CPA

Company name
Accounting Principal

Dallas, TX

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We have a great opportunity with a top CPA firm in the Plano area for a full time Associate Financial Planner. Salary is up to $75k and a CPA is required. Tax experience required, either in the big four, regional or local firms.This position reports directly to a Financial Planner (IAR). Clients come into the firm once a year for a daylong financial planning consultation. You will be working directly with the clients to assist them in implementation of their overall financial plan.&What You Will Be Doing:InvestmentsPensionEstateInsuranceTax planningDebt restructuringBusiness profit improvementPractice acquisition servicesReview of tax returns and year-end tax projections&&&

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Accounting Principal
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