B. Riley Financial · 3 months ago
Wealth: Seasonal Tax Preparer
Poughkeepsie, NY
Full-time
Onsite
Mid Level
$25/hr - $35/hr
3+ years expB. Riley Wealth is a leading private wealth and investment management platform that offers comprehensive financial solutions. They are seeking a full-time Tax Preparer to prepare individual and business income tax returns for the 2025 tax season.
Business DevelopmentFinanceFinancial Services
Responsibilities
Conduct client interviews to understand their financial circumstances and gather necessary documentation
Review client-provided financial data for completeness and accuracy
Prepare individual and business income tax returns using Ultra Tax software
Respond to client inquiries and research tax-related issues as needed
Identify opportunities to assist clients by leveraging the full suite of services offered by the firm
Perform additional duties as assigned
Qualification
Required
Three to five years of professional work experience preparing taxes returns
Demonstrate accuracy and attention to detail
Strong communication and customer service skills
Ability to work independently
Preferred
CPA or Enrolled Agent a plus
Company
B. Riley Financial
B. Riley Financial is a diversified provider of financial and business advisory services.
1001-5000 employees
H1B Sponsorship
B. Riley Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (2)
2022 (1)
Funding
Current Stage
Public CompanyTotal Funding
$734.5MKey Investors
Oaktree Capital Management
2025-02-27Post Ipo Debt· $160M
2023-07-28Post Ipo Equity· $115M
2021-12-03Post Ipo Debt· $300M
Leadership Team
Tom Kelleher
Co-Chief Executive Officer and Board Member
Recent News
Company data provided by crunchbase