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25 Days Ago
Remote Palm Bay, FL
Remote
8,709 Employees
95K-156K Annually
Entry level
8,709 Employees
95K-156K Annually
Entry level
Insurance • Financial Services
The Tax Planning Consultant will provide case consultation and sales support to financial representatives, analyze financial statements, review tax returns, and prepare business valuations. The role involves educating producers on advanced planning strategies and collaborating with various departments to optimize sales and service offerings.
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