# Paraplanner / Service Assistant

**Company:** [Tax Brilliance Advisors](http://jobs.workable.com/companies/bLVTjHmne2oS7HrLWQaCxx.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/edf8fd05-81cd-427d-8448-15798c32d6bd)

## Description

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.

**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.

**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 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.

**Why Join Us**

-   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.