Financial Planner - Associate, CPA
Dallas, TX

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ASSOCIATE PLANNER/CPA
North Dallas CPA Firm, specializing in financial planning to a national clientele, is seeking an Associate Planner to be a part of our growing Financial Planning practice. Over the last 22 years we have built an outstanding reputation serving dentists, including all the specialties, that own their own practices. Our Firm has four major service areas: Planning, Accounting, Tax, and Estate. All clients come into the Firm as financial planning clients.
This position requires a CPA with two to five years work experience. Tax experience required, either in the big four, regional or local Firms.

You will be working with a Financial Planner. Some of the responsibilities are: working directly with the clients to assist them in implementation of their overall financial plan; which includes but is not limited to, investments, pension, estate, insurance, tax planning, debt restructuring, business profit improvement, practice acquisition services, review of tax returns and year-end tax projections. Clients come into the Firm once a year for daylong financial planning consultation.
Future career opportunities exist to be promoted to the Financial Planner position with complete client responsibility and the opportunity to run your own team.
Competitive benefit package including heavily subsidized employee health insurance, 401 (k), personal and vacation time, dependent care and medical reimbursement plan. Salary will be very competitive and commensurate with your experience. We have an exceptional group of professionals providing the highest level of financial planning advice and service to our clients. We are truly unique and if you are interested in financial planning and building a great future for your clients and for yourself, we are the Firm for you.

Monster - 3 years ago - save job - block
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