Paraplanner

Talent Harbor; Plano (TX); Hybrid; USD 81,000 - 99,000; Full time

Job summary

Talent Harbor in Plano, TX is seeking a Paraplanner on a CPA track to join a fee-only financial planning and accounting firm serving dental professionals. The role blends tax work with personal planning and offers a clear path toward Associate and Senior Planner.

You’ll prepare and review personal and small business tax returns, support client consultations, and analyze cash flow, tax, retirement, investments, and estate planning.

Qualifications

• CPA, or at least 3 CPA exam sections passed, with a plan to complete the credential.
• 2+ years of personal and/or business tax preparation experience.
• Bachelor’s degree in Accounting or a closely related field.
• Strong accounting fundamentals and working knowledge of Excel or Google Sheets.
• Comfortable working directly with clients, with a professional and respectful communication style.
• Coachable, eager to learn and team-first.

Responsibilities

• Prepare and review personal and small business tax returns.
• Prepare for annual client consultations and monitoring calls with Senior Planners.
• Organize and analyze client data across cash flow, tax, retirement, investments, insurance and estate planning.
• Review and reconcile monthly accounting records for some clients.
• Research and answer client questions when Senior Planners are unavailable.
• Grow through structured training and mentorship to prepare for client meetings.

Skills

CPA candidate

Client-facing communication

Coachable

Team-first mindset

Education

Bachelor’s degree in Accounting

Tools

Excel

Google Sheets

Job description

Paraplanner (CPA Track) - Tax to Financial Planning

Location: Plano, TX | On-site with flexible WFH days

Salary: $90,000 Base + Year-End Bonus + Benefits

About the Opportunity

We’re partnering with a growing, fee-only financial planning and accounting firm specializing in dental professionals to hire a Paraplanner for its Plano, Texas office.

This role is built for tax accountants who want to move into personal financial planning. You’ll work across a cohort of Senior Planners, combining tax work with client planning, and follow a clear career path toward Associate and Senior Planner. This is not a sales role.

The ideal candidate enjoys tax but does not want to do it 10 months a year, is eager to learn, and wants normal hours, even in tax season (40 to 50 hours per week at most).

What You’ll Do

• Prepare and review personal and small business tax returns.
• Prepare for annual client consultations and monitoring calls with Senior Planners.
• Organize and analyze client data across cash flow, tax, retirement, investments, insurance and estate planning.
• Review and reconcile monthly accounting records for some clients.
• Research and answer client questions when Senior Planners are unavailable.
• Grow through structured training and mentorship to prepare for client meetings.

Required Qualifications

• CPA, or at least 3 CPA exam sections passed, with a plan to complete the credential.
• 2+ years of personal and/or business tax preparation experience.
• Bachelor’s degree in Accounting or a closely related field.
• Strong accounting fundamentals and working knowledge of Excel or Google Sheets.
• Comfortable working directly with clients, with a professional and respectful communication style.
• Coachable, eager to learn and team-first.
• Ability to work on-site in Plano, TX.
• U.S. work authorization without current or future employer sponsorship.