Career Corner


Interested in a career with ProsperiTea Planning?

We are open to discovering the next great person to join us, even though we rarely ever advertise for help.

If you’re thinking about joining a small-town practice and you do at least two of the three core things we do (tax planning & preparation, comprehensive financial planning, & fiduciary investment advising), please contact us at office @ProsperiTea Planning .com to talk about what you’re looking for.

What’s it like to work here? We’ve got this work-in-progress document showing the ProsperiTea Planning Values & Vision & Vibe of the Company.

We’re open to growing: we’re small, but scalable.

We’re open to hiring a para-planner.  Paraplanner Job Description

We’re open to hiring another licensed professional financial planner. Financial Planner Job Description

We’d consider hiring another CPA, EA, or other full-time tax professional, too.

We occasionally need to hire a Tax Season Receptionist/Assistant – click here for the job description.

From time to time, but not presently, we hire a Manager of Office Operations. Click here for that job description. 

Interested in applying? Upload a resume and cover letter to our Sharefile folder.