Onboarding Specialist

Oxford Advisory Group; Orlando (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Oxford Advisory Group is seeking a full-time Paraplanner in Orlando, FL. This on-site role involves preparing financial plans, analyzing client data, and providing insights on investment options as part of a collaborative team.

The ideal candidate must have an active Enrolled Agent (EA) designation, strong financial planning and tax expertise, and exceptional organizational skills. This position offers opportunities to improve client financial outcomes through detailed strategies and collaboration with advisors.

Qualifications

• Must hold an active Enrolled Agent (EA) designation and be in good standing with the IRS.
• Strong background in Financial Planning, Finance, and Tax Planning.
• Experience reviewing individual and business tax returns.

Responsibilities

• Assist with the preparation of financial plans and analyze client data.
• Provide insights on investment options and draft reports for client consultations.
• Incorporate tax planning considerations into the financial planning process.

Skills

Financial Planning knowledge

Tax expertise

Proficient analytical skills

Strong communication skills

Detail-oriented

Education

Active Enrolled Agent (EA) designation

Job description

Oxford Advisory Group, a private, family‑owned retirement planning and wealth management firm.

Role Description

This is a full‑time, on‑site role for a Paraplanner located in Orlando, FL. The paraplanner will assist with the preparation of financial plans, analyze client data, provide insights on investment options, and draft reports for client consultations. This role involves collaboration with financial advisors to support the delivery of comprehensive financial solutions tailored to clients' needs.

As an Enrolled Agent (EA), the Paraplanner will also incorporate tax planning considerations into the financial planning process by reviewing tax returns, analyzing tax‑related financial data, identifying tax‑saving opportunities, and helping advisors develop strategies designed to improve clients' overall financial outcomes. The ideal candidate combines strong financial planning knowledge with tax expertise to support holistic wealth management and retirement planning services.

Qualifications

• Must hold an active Enrolled Agent (EA) designation and be in good standing with the IRS
• Strong background in Financial Planning, Finance, and Tax Planning
• Proficient analytical skills for data review and decision‑making
• Knowledge of investments and their application in client portfolios
• Experience reviewing individual and business tax returns
• Experience in report writing to clearly communicate financial and tax strategies
• Ability to identify tax planning opportunities and integrate them into financial recommendations
• Detail‑oriented with excellent organizational and problem‑solving skills
• Strong communication skills and ability to collaborate effectively with financial advisors and clients