B. Riley Financial
Wealth: Seasonal Tax Preparer
Join to apply for the Wealth: Seasonal Tax Preparer role at B. Riley Financial.
B. Riley Wealth is a leading private wealth and investment management platform. We are seeking a full-time Seasonal Tax Preparer to support our Boca Raton, FL tax office for preparation of individual and state income tax returns for the upcoming 2026 tax season. Hourly rate: $20.00 - $30.00 per hour.
Duties of this position include, but are not limited to the following
Conduct client interviews to understand financial situations and collect necessary documentation.
Review client-provided financial data for completeness and accuracy.
Prepare individual and business income tax returns using UltraTax software.
Research and respond to client inquiries on tax-related matters.
Identify opportunities to assist clients by recommending additional firm services.
Perform other related duties as assigned.
Education, Experience And Skills Required
Three to five years of professional experience preparing tax returns.
Strong accuracy, analytical, and attention-to-detail skills.
Excellent communication and customer service abilities.
CPA or Enrolled Agent designation preferred.
Ability to work independently and manage multiple priorities.
Seniority level Mid-Senior level
Employment type Temporary
Job function Accounting/Auditing and Finance
Location: Boca Raton, FL
#J-18808-Ljbffr
B. Riley Wealth is a leading private wealth and investment management platform. We are seeking a full-time Seasonal Tax Preparer to support our Boca Raton, FL tax office for preparation of individual and state income tax returns for the upcoming 2026 tax season. Hourly rate: $20.00 - $30.00 per hour.
Duties of this position include, but are not limited to the following
Conduct client interviews to understand financial situations and collect necessary documentation.
Review client-provided financial data for completeness and accuracy.
Prepare individual and business income tax returns using UltraTax software.
Research and respond to client inquiries on tax-related matters.
Identify opportunities to assist clients by recommending additional firm services.
Perform other related duties as assigned.
Education, Experience And Skills Required
Three to five years of professional experience preparing tax returns.
Strong accuracy, analytical, and attention-to-detail skills.
Excellent communication and customer service abilities.
CPA or Enrolled Agent designation preferred.
Ability to work independently and manage multiple priorities.
Seniority level Mid-Senior level
Employment type Temporary
Job function Accounting/Auditing and Finance
Location: Boca Raton, FL
#J-18808-Ljbffr