Paraplanner
On-site · Chester Springs, Pennsylvania, United States
Job Summary
The Paraplanner (Tax Focused) is responsible for developing and analyzing comprehensive financial plans with a strong emphasis on tax-efficient strategies. Key responsibilities include analyzing client tax returns to identify planning opportunities, modeling multi-year tax projections, and utilizing tax analysis tools. The role requires collaborating with financial advisors, preparing financial planning reports, and participating in client meetings to explain tax projections. Candidates must possess a Bachelor’s degree in Accounting or Finance, have a minimum of 3 years of relevant experience, and demonstrate strong analytical and communication skills.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field
- Minimum of 3 years of experience in financial planning, paraplanning, or tax preparation
- Strong experience reviewing and interpreting individual tax returns (Form 1040 required)
- Demonstrated experience identifying and modeling tax planning strategies (e.g., Roth conversions, capital gains management)
- Strong written and verbal communication skills
- High level of attention to detail and organizational effectiveness
Desired Qualifications
- CFP® or CPA designation preferred
- Experience with Holistiplan or equivalent tax planning software strongly preferred
- Proficiency in financial planning software (e.g., RightCapital, eMoney, MoneyGuidePro, NaviPlan)
- Advanced Excel skills
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