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SNI Financial
Senior Tax & Wealth Planner for High-Net-Worth ClientsSNI Financial • Plano, TX, United States
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Senior Tax & Wealth Planner for High-Net-Worth Clients

Senior Tax & Wealth Planner for High-Net-Worth Clients

SNI Financial • Plano, TX, United States
30+ days ago
Job type
  • Full-time
Job description

SNI Financial, in partnership with a financial services company, seeks a Tax Planner to advise high-net-worth clients on comprehensive financial planning, investments, retirement, tax, estate, and business strategies. The role collaborates with internal tax, accounting, and investment professionals to deliver integrated wealth management solutions while building long-term client relationships. #J-18808-Ljbffr

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Senior Tax & Wealth Planner for High-Net-Worth Clients • Plano, TX, United States

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