Tax Brilliance Advisors

Role Description We’re hiring a Business Operations Manager to be the engine of our remote firm. You’ll oversee daily operations, manage systems, and hold our virtual team accountable. While our Chief Advisor drives growth and client strategy, you’ll ensure the business runs like clockwork behind the scenes. - Manage and improve workflows in our CRM and project tools (Planning tools, Close, ClickUp/Trello). - Lead and coach team members, keeping projects on track and clients cared for. - Oversee smooth client onboarding, document collection, and follow-ups. - Build reporting dashboards to keep leadership informed. - Coordinate hiring workflows, onboarding, and compliance (with HR support). - Own and execute the firm’s Operational Calendar, ensuring deadlines and objectives are met. - Create, document, and improve workflows that streamline efficiency and profitability. - Collaborate closely with the Chief Advisor to ensure strategic alignment. Qualifications - 1–3 years of proven operations leadership experience, ideally in financial services. - Strong remote management skills — you keep teams aligned across tools and time zones. - Tech-savvy: you know how to set up and optimize systems. - Positive, coachable, and proactive — you see problems before they become issues. - Strong process builder who thrives on creating systems that scale. - People leader with the ability to coach, inspire, and hold others accountable. - Tech-savvy with expertise in Microsoft Office Suite (Teams, Excel, Word, Outlook, PowerPoint). Benefits - 100% Remote role with flexibility. - Direct impact on a growing firm with big vision. - Leadership opportunity with room for career growth. - Collaborative, supportive, and client-focused culture. - Opportunities for career development as we expand. - Retirement Plan (401k, IRA). - Paid Time Off (Vacation, Sick & Public Holidays). - Work From Home. - Wellness Resources.

Role Description We’re looking for a motivated Appointment Setter who will play a critical role in growing our client base by connecting with leads, booking qualified calls, and keeping our pipeline full. As an Appointment Setter, you’ll be on the front lines of our growth engine. You’ll reach out to warm and cold leads, follow up with event/webinar attendees, and schedule meetings for our Chief Advisor. You’ll also keep our CRM (Close) up to date with call notes and dispositions. Your success is measured by appointments set and kept — you’ll have a clear target, scripts, and systems to support you. Responsibilities - Make daily outbound calls, texts, and emails to leads/prospects. - Confirm upcoming appointments with prospects (24-hour reminders). - Follow up with no-shows, reschedules, and event/webinar attendees. - Manage the daily lead list, prioritize outreach, and log all activity in Close CRM. - Qualify prospects before booking calls (fit, interest, availability). - Update the Chief Advisor’s calendar with confirmed meetings. - Consistently hit appointment-setting KPIs. Qualifications - 3+ years of experience in appointment setting, telemarketing, or inside sales (financial services a plus). - Strong phone presence and confidence speaking with business owners/families. - Comfortable with outbound activity — calls, texts, emails. - CRM experience (Close, Salesforce, HubSpot, etc.). - Highly organized and consistent with follow-up. - Self-motivated, goal-oriented, and resilient. - Positive attitude and strong work ethic in a remote environment. Benefits - 100% remote with flexible work setup. - Base pay + commission structure with unlimited earning potential. - Clear growth path into client services, licensed advisor support, or sales roles. - Join a mission-driven team that helps clients keep more of what they earn and protect their legacies.

Role Description 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.

Role Description We’re looking for an experienced Sales Development Representative (SDR) to join our growing remote team. You’ll play a crucial role in engaging leads, nurturing client relationships, and setting the stage for both tax planning and insurance solutions. Over time, you’ll transition into a licensed closer role where you’ll handle insurance sales directly. - Engage with new leads and follow up on outstanding engagement agreements - Conduct consultative meetings (phone, Zoom, or in-person) to uncover client needs - Schedule and prepare client meetings for tax planning and insurance presentations - Track client progress, ensure quarterly check-ins, and support retention - Maintain accurate CRM notes and communication logs - Attend networking or business events to represent the firm - Transition into closing insurance sales directly once licensed Qualifications - 2+ years of B2B sales or account development experience - Strong professional communication skills (verbal, written, and presentation) - Experience with Salesforce, LinkedIn, Google Suite, or similar CRM/sales tools - Ability to manage multiple requests and prioritize time effectively - Self-reliant, competitive, and driven to meet/exceed targets - Comfortable selling in hybrid environments (direct + virtual) - Bachelor’s degree in Business, Sales, or Marketing preferred Requirements - Base Salary: $48,000 annually ($4,000/month) - Quarterly Bonus: $3,000 for hitting 90%+ of KPIs - On-Target Earnings (OTE): $90K–$95K annually - Phase 2 – Account Executive - Base Salary: $55,000 annually - Quarterly Bonus: $4,000 for hitting sales + KPI targets - On-Target Earnings (OTE): $110K–$125K annually Benefits - 100% Remote / Work-from-anywhere - PTO Package - 401(k) Plan with company contributions - 100% Paid Health Insurance - Paid Parental Leave - Awesome co-workers in a collaborative, high-energy culture

Role Description As our Client Services Manager, you’ll be the day-to-day contact for clients after they sign on, making sure they feel supported, informed, and cared for. You’ll manage client information in our systems, chase down documents, process service requests, and keep everything organized so nothing falls through the cracks. Your mission: ensure every client enjoys a smooth, efficient, and professional experience that reflects the Tax Brilliance brand. Responsibilities - Manage client onboarding: send engagement letters, welcome emails, and tax planning questionnaires. - Request, track, and organize client documents (tax returns, QuickBooks files, estate planning docs). - Send reminders for missing documents and follow up promptly. - Update CRM records after every call, email, or service touch. - Process service requests (address changes, form updates, status updates). - Prepare and log finalized paperwork (tax planning deliverables, questionnaires). - Support advisors by preparing client files ahead of meetings. - Maintain a high-touch, white-glove client experience in every interaction. Qualifications - 2+ years of experience in client service, admin, or operations (financial services or similar compliance-driven industries preferred). - Strong written and verbal communication skills — professional and client-friendly. - Tech-savvy and organized — comfortable with CRMs, project tools, and digital filing systems. - Highly detail-oriented — you notice errors, missing info, and incomplete files before others do. - Able to juggle multiple clients and deadlines without dropping balls. - Positive, coachable, and proactive — you bring solutions, not just problems. Benefits - 401(k) - Paid time off - Retirement plan - Tuition reimbursement