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Tax Strategy Lead - Wealth Planning (Remote)

The Agency

Dallas, TX
  • Remote job

The Agency in Dallas, TX seeks a Manager of Tax Strategy to lead strategic tax initiatives within the Wealth Planning team. You will advise advisors, educate teams, engage with clients, and shape planning strategies for a high-net-worth clientele. This role offers remote work flexibility and partnership with wealth planning professionals to enhance overall financial planning outcomes. #J-18808-Ljbffr The Agency

Vacancy posted 1 day ago
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