Financial Firm Experts LLC is growing. We are seeking organized, dependable professionals who value confidentiality, clear communication, and excellent client service.
Review the duties, schedule, and requirements before applying. Compensation and employment classification are confirmed in writing during the selection process.
01
Full-time · W-2 employee
Administrative Assistant
Starting at $15.80/hour
Manage scheduling and client communications
Maintain organized client records
Update client portals and office software
Coordinate appointments and follow-ups
Benefits: 401(k) plan and health-insurance options, subject to plan terms and eligibility.
02
Seasonal · Classification based on role
Seasonal Tax Specialist
W-2: $15.80/hour · Contract terms vary
Prepare and review tax returns
Collect and verify client documents
Follow tax-preparer due-diligence procedures
Maintain strict client confidentiality
Required: A valid PTIN for paid federal tax-return preparation. Any contractor classification will be based on the actual work arrangement and applicable law.
03
Temporary · Part-time
Client Intake Specialist
Starting at $15.00/hour
Help clients register for the online portal
Assist with intake questionnaires
Enter information accurately and securely
Provide professional follow-up support
Ideal for: A strong communicator who is comfortable with computers, detailed records, and confidential information.
Employment application
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