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Associate Financial Planner

1 month ago

Frisco, United States SNI Financial Full time

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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