Tax Brilliance Advisors

At Tax Brilliance Advisors , we’re more than a financial services firm — we’re a strategic partner for entrepreneurs and families who want to prote...

Private Company
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Open Positions5

PrincetonNew JerseyUnited States. United StatesFull-TimeTax and financialPosted
  • 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.
  • 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.
Project ManagementOperations ManagementMicrosoft Office Suite+2 more
Showing 1 of 5 positions

About Tax Brilliance Advisors

At Tax Brilliance Advisors , we’re more than a financial services firm — we’re a strategic partner for entrepreneurs and families who want to protect wealth, reduce taxes, and build legacies that last. We combine advanced tax planning strategies with wealth solutions to deliver a white-glove client experience that goes far beyond traditional accounting or financial advising. Our mission is to empower business owners and families with clarity, confidence, and smart strategies that help them keep more of what they earn. We’re a growing, dynamic team that values: Excellence – delivering high-quality, precise work every time Integrity – doing what’s right for our clients and our people Growth – investing in our team’s development and scaling our impact Collaboration – working together in a supportive, innovative environment

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