Paraplanner

Job Title: Paraplanner (Financial Planning Team – Tax Focused)

Location: Chester Springs, PA
Department: Financial Planning
Reports To: Managing Director

Job Overview:

The Paraplanner (Tax Focused) is responsible for developing, analyzing, and maintaining comprehensive financial plans with a strong emphasis on tax-efficient planning strategies. This role ensures the delivery of technically accurate, proactive, and tax-aware financial planning recommendations by analyzing tax returns, modeling multi-year scenarios, and collaborating closely with financial advisors. The ideal candidate will strengthen the firm’s planning capabilities by serving as a technical tax resource and supporting the delivery of high-quality client planning solutions.

Key Responsibilities:

Analyze individual client tax returns (Form 1040) to identify tax planning opportunities

Model multi-year tax projections and financial planning scenarios using planning software

Utilize Holistiplan or equivalent tax analysis tools to generate actionable planning insights

Assist financial advisors in developing comprehensive financial plans, including retirement, investment, tax, estate, and risk management strategies

Design tax-efficient withdrawal strategies, Roth conversion analyses, and income distribution plans

Prepare detailed financial planning reports and client deliverables with a high level of technical accuracy

Participate in client meetings to explain tax projections and planning recommendations when appropriate

Maintain accurate documentation within CRM and financial planning software systems

Document and monitor planning assumptions (inflation, tax brackets, indexing, etc.) to ensure consistency across client plans

Serve as an internal tax-planning resource to advisors and team members

Support onboarding of partner firms by helping explain the firm’s tax-integrated planning approach and assisting advisors during transition periods (if applicable)

Ensure timely delivery of financial plans, follow-ups, and client communications

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 (Roth conversions, capital gains management, charitable giving strategies, etc.)

CFP® and/or CPA designation preferred (or actively pursuing)

Experience with Holistiplan or equivalent tax planning software strongly preferred

Proficiency in financial planning software (RightCapital, eMoney, MoneyGuidePro, NaviPlan, etc.)

Advanced Excel skills and strong analytical capabilities

Strong written and verbal communication skills

High level of attention to detail and organizational effectiveness

Key Competencies / Skills:

Strong analytical and problem-solving skills

Ability to translate complex tax concepts into clear planning insights

Detail-oriented with a high standard for technical accuracy

Collaborative team player comfortable in a support-focused, non-advisory role

Ability to manage multiple planning projects and deadlines simultaneously

Equal Employment Opportunity Statement:

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.