Tax Brilliance Advisors · 2 months ago
Paraplanner / Service Assistant
United States
Full-time
Remote
Entry, Mid Level
2+ years expTax Brilliance Advisors specializes in advanced tax planning strategies and wealth solutions. They are seeking a detail-oriented Paraplanner / Service Assistant to prepare tax plans, projections, and meeting deliverables to ensure exceptional client service.
Accounting
Responsibilities
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
Qualification
Required
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
Benefits
100% remote with flexibility.
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.
Company
Tax Brilliance Advisors
We believe our clients deserve to be stress from tax issues.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase