ProsperiTea Planning is looking to expand our team! We are currently looking for a Manager of Office Operations, who will be responsible for multiple day to day office tasks. These tasks and at times special projects will have an overarching theme always to relieve and delight the clients of the firm. A strong attention to detail and follow through is needed to be successful in this role. Responsibilities include: Receives and processes pieces of paper […]
We are currently searching for a full-time Paraplanner to join our busy firm. As a Paraplanner at ProsperiTea Planning you will be responsible for assisting in nearly every aspect of running the business. Paraplanner Duties: Update Client Plans: Update Net Worth Statements in Excel using material provided by the clients. Update MoneyGuidePro with recent statements from clients, making sure asset allocation is coded approximately right. Update rebalancing workpapers from MoneyGuidePro. Support Prospecting: Rank prospects according […]
Entry-level tax season assistant needed. We hire at least a receptionist, but if someone has an interest in tax-prep data entry please apply and we’ll add duties and compensation to match. Duties include: Seasonal Tax Prep Assistant duties: Answering phones using a flowchart to respond Receiving and scanning paperwork that comes in to a pre-set scanned file location Updating project workflows to report things you know happened Cover reception desk in person to keep […]
Are you interested in working for ProsperiTea Planning (formerly Tea & Taxes) during a tax season? Every year we hire at least one, and sometimes two assistants for our busy season. Duties include: Seasonal Tax Prep Assistant duties: Answering phones, taking messages Fielding emails, chasing down missing pieces Scanning and filing Data entry into tax software Updating project workflows as things change Client reception Handing out returns to clients Accepting payment from clients Software includes: The […]