Tax & Financial Planning Manager - Dallas

Only for registered members Dallas, United States

1 week ago

Default job background
Full time
+ Financial planning and tax manager position. Job description: Deliver high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors. + Qualifications: Bachelor's degree in accounting or finance, 3-4 years of experience in tax planning and advice. + Responsibilities: Take client financial data and create detailed plans; support advisors; partner with advisors nationwide to perform detailed tax analysis.
+ Benefits: Competitive comp package that rewards impact; work alongside bright minds in fintech;
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