About Us
We are a family-owned Financial & Insurance Services company proudly serving the community for over 20 years.
Our Services
Personal & Business Tax Preparation
Bookkeeping & Payroll
Business consulting & entity formation
Insurance Services: Auto, Home, Renters, Commercial, Workers Comp, Liability, Bonds
Notary services
Real estate
Year-round financial guidance and client support
Available Shifts (Monday–Friday)
Day Shift: 10:00 AM – 2:00 PM
Evening Shift: 5:00 PM – 9:00 PM
During tax season, Saturdays are optional for extra hours but not required.
Position Overview
This role is ideal for someone who is friendly, bilingual, professional, and enjoys helping people.
Main Responsibilities
Greeting clients; check-in / check-out
Answering phones and routing messages
Assisting with basic tax and insurance questions
Scheduling appointments
Scanning, uploading, and organizing digital files
Supporting preparers, bookkeepers, and insurance agents
Light administrative support
Maintaining a clean and organized front-desk area
Requirements
Bilingual English & Spanish strongly preferred
High school diploma or equivalent
Friendly, professional, and dependable
Excellent customer service skills
Organized, detail-oriented, and able to multitask
Team player with a positive attitude
Preferred but Not Required
Tax preparation or bookkeeping experience
Insurance knowledge (auto, home, commercial, etc.)
Office assistant or receptionist experience
How to Apply
Send your resume and indicate which shift you are applying for: Day Shift (10 AM–2 PM) or Evening Shift (5 PM–9 PM).