Contact Us 877.823.3669

Associate Financial Planner in Dallas, TX at SNI Financial

Date Posted: 9/27/2019

Job Snapshot

  • Employee Type:
  • Location:
    Dallas, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

SNI has partnered with a Financial Services Advisory firm that is looking for an Analyst to join their team. The position will have a combination of Finance, Accounting, and Tax and significant client interaction.
Responsibilities include: Financial analysis and planning Investment analysis and allocation Tax planning and reviewing returns Quarterly and Annual financial reporting Ad hoc projects This company has beautiful offices in Plano, work life balance, unlimited PTO, planned path to Manager, a very impressive team that offers training and mentoring.
They are looking for 2 years of Big 4 or top tier public accounting firm experience and a CPA. Please email your resume to Kelly Miller at