Paraplanner / Service Assistant
Tax Brilliance Inc.
Overview 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. Benefits 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. #J-18808-Ljbffr Tax Brilliance Inc.
- ...A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business...SuggestedRemote work
SLP Wealth LLC
New York, NY4 days ago - Geometric Wealth Advisors, LLC is seeking a Paraplanner to join their financial planning team. In this vital role, you... ...Wealth Advisors by conducting analyses and research, assisting in providing exceptional service to clients across the U.S. The ideal candidate will be...SuggestedRemote jobFlexible hours
- GemHarvest Executive Recruiting is assisting a Westchester County, NY-based wealth management firm seeking a driven Paraplanner to support a sophisticated financial advisory team. You’ll prepare planning materials, schedule reviews, and coordinate with advisors and specialists...Suggested
- ...Loan Planner) is seeking a dedicated and knowledgeable full-time Paraplanner to join our growing financial planning practice. This is a... ...between time spent executing SLP Wealth’s investment operations and assisting planners in the day-to-day management of their client book....SuggestedRemote jobFull timeLive inMonday to FridayWeekend workAfternoon shift
$75k - $95k
...established, growing, high-touch RIA serving high net worth and ultra high net worth multigenerational families is looking for a driven Paraplanner to support a sophisticated financial advisory team. Great fit for someone sharp, detail-oriented, eager to learn, and excited to...SuggestedInternshipWork at office- ...Union Settlement in New York, NY is seeking a Program Assistant to support activities for older adults. The role involves leading daily programs, performing assessments, and assisting with benefits and entitlements. The ideal candidate will have a relevant degree or significant...Part time
Union Settlement
New York, NY5 days ago $20 - $31 per hour
...Job Title Service Department Assistant (Brooklyn, NY) Job Description Support the end-to-end administration of customer cases and work orders by ensuring accurate documentation, coordinating follow-up activities, resolving operational exceptions, supporting billing...Hourly payImmediate startWork visaRelocation package$53.7k - $80.55k
...Donor Services Assistant The Donor Service Assistant serve as one of the primary points of contact for our donors, helping answer their questions, solve their problems, and facilitate their donations as well as participates in the development of messages for donors...Hourly payShift work- ...Catholic Charities Archdiocese of New York is seeking a Migration Assistant to provide administrative support in the Immigrant and Refugee Services department. The role involves data management, client record maintenance, and front-desk operations in New York City. The...
Catholic Charities Archdiocese of New York
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Rainforest Action Network (RAN) seeks a Donor Services Assistant to support individual giving efforts and engage with donors. The role reports to the Senior Manager, Individuals and Events, and collaborates with the Membership Coordinator. The position is based at our...Remote jobFlexible hours- ...an offer will be required to successfully complete a background check and drug test as a condition of employment. Office Services Assistant New York, NY (onsite) 2+Month Mon- Fri, 9am - 6pm Overview The role provides daily mail, hospitality, copy...Work at office
Metasys Technologies
New York, NY5 days ago - Premier Truck Group in Pennsylvania is seeking a Financial Services Assistant to support credit applications, financing of commercial vehicles, and insurance products. You will work with sales and management to communicate credit decisions and fund contracts in a timely...
$24 - $25 per hour
Office Services Assistant Our client is a top New York City law firm. They are seeking an Office Services Assistant to join the team. This is an excellent opportunity to get your foot in the door at a highly respected firm and grow your career! Who You Are You hold a...Hourly payWork at officeLocal area$20 - $22 per hour
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $20.00/hr - $22.00/hr Office Services Assistant -On-Site Contract Position (Lower Manhattan) RedStream Technology is recruiting for an energetic, detail-oriented Office Services...Contract workWork at office$50k - $55k
Position Summary The principal responsibility of this position is to provide office support to the NYC office. The office services assistant must be able to prioritize multiple assignments, have outstanding organizational skills, be conscientious, reliable, and efficient...Work at office$60k - $70k
...Bachrach Group | TBG - Specialize in Administrative Support We are seeking a dependable and detail-oriented Mailroom and Office Services Assistant to join our fast‑paced finance firm. This role is responsible for managing all mailroom operations and providing essential...Full timeWork at officeWeekend work- ...Solutions Senior Director, National Recruitment Outsourcing Division We are seeking a polished, professional, and service-driven Office Services Assistant that will have Reception/Hospitality responsibilities. You serve as the first point of contact for our firm. This...Work at office
- ...Chase manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises... ...integrity of the firm. As a Securities Services Attorney - Assistant Vice President in our Legal department, you will provide legal...
$75k - $85k
...Executive Assistant Alvarez & Marsal's Executive Assistant team is made up of experienced professionals who support our top executives... ...high-level administrative and executive support to Financial Services Managing Directors in a fast-paced, client-focused environment...Contract workWork at officeFlexible hours$51k
Founded in 1935, Alcoholics Anonymous World Services (AAWS) is a 501(c)3 non-profit organization and an international fellowship of people... ...to the Staff Member on their assignment. Responsibilities Assist with the accurate preparation, assembly, transmittal and posting...Temporary workRemote workAfternoon shift3 days per week$106k - $146k
...Job Description Job Description Service CenterAssistant Manager Salary Range: $106,000 - $146,000 Shift: Varies Position Summary Astyra is recruiting for an Assistant Service Center Manager on behalf of our client in the transportation and freight industry. This leadership...Work at officeRelocationShift workAstyra
New York, NY1 day ago- A national home services franchise is looking for a Full-Time Handyman Assistant to assist with various home maintenance projects. Responsibilities include preparing work areas, learning to work with tools, and supporting senior safety upgrades. Ideal candidates are dependable...Full time
$100k - $153k
...Position Overview Job Title Data Centre Services – Service Operations Specialist Corporate Title Assistant Vice President Location New York Overview Data Centre Services (DCS) is responsible for the strategic leadership, operational governance...Full timeWork at officeLocal areaWork from homeNew York, NY4 days ago$44.1 - $66.2 per hour
...Practice Assistant We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance... ..., and distribute documents; identify and coordinate available services provided by administrative departments, including office...Hourly payWork at office$44.1 - $66.2 per hour
...based in our New York City office. General Description: Practice Assistants provide high-quality administrative support to a group of... ..., and distribute documents; identify and coordinate available services provided by administrative departments, including office services...Hourly payTemporary workWork at office$70k - $85k
...cafés and to‑go counters; and LEARN through our classes and the team’s product knowledge. Job Description The Quick Service Restaurants (QSR) Assistant General Manager oversees the complex day‑to‑day operations of QSR at a single Eataly location. The role reports directly...Local areaFlexible hoursShift workAfternoon shift$5,000 per month
Field Assistant - Michels Utility Service, Inc. Safely delivering natural gas to customers is challenging yet satisfying. It takes teamwork, dedication, and innovation - traits so engrained in Michels Utility Services, Inc. that they are key elements of our Core Values....Temporary workFor contractorsWork at officeFlexible hours- ...and clinical discoveries. The Geriatric Section of the RADAR Service (Rapid Diagnosis, Early Detection, and Risk Reduction) in the Division... ...Care Services, Department of Medicine, is seeking a full‑time Assistant Attending to provide clinical service focused on geriatric...Full time
$260k - $385k
...around the globe. Role Overview The Geriatric Section of the RADAR Service (Rapid Diagnosis, Early Detection, and Risk Reduction) in the... ...Cancer Center is seeking a full-time faculty member at the Assistant Attending level for clinical service with a focus on Geriatric...Full time$85.1k - $161.7k
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture...Full timeWork experience placementInternshipLocal area
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