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Paraplanner / Service Assistant
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Job Description
- Req#: 118EE6B997
- Prepare client meeting folders: agendas, prior-year tax returns, projections.
- Draft tax plan outlines for advisor review.
- Update planning software and CRM with client financial data.
- Identify potential tax-saving opportunities and insurance triggers (deductions, entity planning, retirement funding).
- Prepare financial summaries and scenario analyses for kickoff and strategy meetings.
- Assist in follow-up emails by attaching deliverables and confirming next steps.
- Ensure all documents are complete, accurate, and properly logged.
- Support the Client Services team as needed during peak cycles.
- 2+ years of experience in financial planning, tax prep support, or paraplanning.
- Strong understanding of tax planning concepts (deductions, entities, retirement accounts).
- Excellent attention to detail and ability to spot errors or missed opportunities.
- Comfortable with financial/tax planning software and CRMs.
- Strong written and organizational skills - able to present data clearly.
- Proactive and coachable, with a positive attitude.
- 100% remote with flexibility.
- Be the analytical partner supporting client-facing strategy work.
- Clear growth path into Tax Planning Advisor or Licensed Service Advisor roles.
- Work in a mission-driven firm with a culture of excellence and collaboration.
At Tax Brilliance Advisors, we specialize in advanced tax planning strategies and wealth solutions that help business owners and families lower taxes, protect wealth, and build legacies. Our clients trust us for a white-glove experience that combines strategy, precision, and care.
We're looking for a detail-oriented Paraplanner / Service Assistant who will work closely with our advisors to prepare tax plans, projections, and meeting deliverables that allow us to deliver exceptional client service.
The Role
As our Paraplanner / Service Assistant, you'll be the analytical backbone of our planning process. You'll prepare tax plan outlines, update financial data, flag opportunities for tax savings or insurance solutions, and ensure every client meeting is fully prepped.
This is a role for someone who loves details, numbers, and problem-solving, and who finds satisfaction in making sure the client experience feels seamless and professional.
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