Paraplanner / Service Assistant

Tax Brilliance Advisors

Job Overview

Location

Remote

Employment Type

Full-time

Work Arrangement

Remote

Sector

Finance & Banking

Experience Level

Junior (1-3 years)

Application Deadline

July 18, 2026

About the Company

At Tax Brilliance Advisors, we are dedicated to providing advanced tax planning strategies and comprehensive wealth solutions designed to empower business owners and families. Our core mission is to help clients significantly lower their tax liabilities, robustly protect their wealth, and establish enduring legacies.

We pride ourselves on delivering a distinguished, white-glove client experience that seamlessly integrates strategic insight with meticulous execution. Our clients place their trust in our ability to navigate complex financial landscapes, ensuring their financial well-being and future prosperity.

Our team thrives on a culture of excellence, integrity, growth, and collaboration. We are committed to delivering high-quality, precise work, always acting in the best interest of our clients and fostering a supportive environment for professional development and innovation.

Job Description

Tax Brilliance Advisors is seeking a detail-oriented Paraplanner / Service Assistant to join their remote team. This role is crucial in supporting advisors by preparing tax plans, projections, and client deliverables, ensuring a seamless and professional client experience.

As a key member of the team, you will be responsible for the analytical backbone of the planning process. Your contributions will directly impact the firm's ability to deliver exceptional client service and achieve business objectives.

To apply for this role, click the Apply button on this page and follow the instructions.

Required Skills

Tax PlanningFinancial PlanningWealth ManagementClient ServiceFinancial AnalysisCRM SoftwareTax Preparation SupportProjectionsData Management

Key Responsibilities

Prepare client meeting folders, including agendas, prior-year tax returns, and 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.
Prepare financial summaries and scenario analyses for meetings.
Assist with follow-up emails, attaching deliverables and confirming next steps.
Ensure all documents are complete, accurate, and properly logged.
Support the Client Services team during peak periods.

Qualifications

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 identify errors or missed opportunities.
Comfortable with financial/tax planning software and CRMs.
Strong written and organizational skills; ability to present data clearly.
Proactive and coachable with a positive attitude.

Benefits & Perks

100% remote work flexibility.
Opportunity to be an analytical partner in client-facing strategy.
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.

How to Apply

To apply for this role, click the Apply button on this page and follow the instructions.

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In the dynamic landscape of financial planning, the demand for skilled paraplanners is surging as firms expand their wealth management services. This role is pivotal, requiring a deep understanding of tax planning strategies, financial modeling, and client data management. You will be instrumental in preparing comprehensive tax plans, projections, and essential client deliverables, directly impacting the firm's ability to deliver exceptional, white-glove service. Your analytical contributions will drive business ROI by optimizing client wealth and tax efficiency, signaling a clear path for career advancement within the organization.