Overview

ProsperiTea Planning is hiring a tax season assistant to provide support for our team during the very busy surge of tax preparation season. This is a great opportunity for a business or accounting - or other similar major - student to learn the ins and outs of how a busy tax and financial planning practice runs.

Intern Responsibilities

-Receiving and scanning paperwork that comes in to a pre-set scanned file location
-Updating project workflows in Salesforce CRM to report things you know happened
-Data entry for some (but not all) tax documents into the tax software
-Preparing outgoing envelopes/packages, including weighing the package and applying appropriate postage and logging when things are mailed, as well as when they are received
-Help keep the office humming by: helping to greet the people we serve, serving tea and coffee to the clients and/or firm professionals, stocking printers with paper and toner, going to the post office and/or bank once in a while if needed (weekly or less), perhaps vacuuming the reception area if it gets bad between cleaner visits
-Other miscellaneous office tasks that arise in the course of a day

Preferred Qualifications

An outstanding candidate will demonstrate:
-Trustworthiness: nothing in a background check or credit report that would leave our clients feeling uneasy
-Accuracy and detail-oriented is important
-Ability to handle moments with flurries of activity without panic
-Comfort working in Windows environment, and with Google Apps
-Reliably able to get to work in Greenfield in the winter
-Initiative and the ability to solve basic problems that arise in the ordinary course of business (like paper jams)
-Physical ability to climb two flights of stairs, carry a tray of tea, and file papers in a filing cabinet
-Able to work semi-independently when given an example of the task or a checklist to follow, after brief training
-Discretion and poise in direct client interface: you’ll be representing a professional services firm
-Nice to know if you have experience in (but not required): tax software (including Turbotax), Quickbooks, Excel

Hours Per Week

10-20

Desired Outcomes

For the student: they are able to see an overview of how a busy, professional, tax focused financial planning firm operates and learn new skills relevant to future career opportunities.
For ProsperiTea Planning: we have extra help during a very compressed busy season, while also mentoring the next generation of professional.

Compensation

$18/hr