Paraplanner / Service Assistant

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 som...