Paraplanner – Service Assistant

Job not on LinkedIn

🔥 30 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Paraplanner

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Tax Brilliance Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💼 Consulting

💸 Finance

Consulting • Finance

Tax Brilliance Advisors is a tax advisory firm that provides tax planning, compliance, and consulting services. The company name indicates a focus on helping individuals and businesses optimize tax positions, prepare tax returns, and navigate tax regulations; services likely include tax strategy, compliance support, and advisory work for financial and regulatory matters.

📋 Description

• 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.

🎯 Requirements

• 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.