Paraplanner

Modern Wealth Management • West Pikeland Township, PA

2d

About The Position

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.

Requirements

• 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.)
• 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

Nice To Haves

• CFP® and/or CPA designation preferred (or actively pursuing)
• Experience with Holistiplan or equivalent tax planning software strongly preferred

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level