Wealth: Seasonal Tax Preparer jobs in United States
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B. Riley Financial · 1 day ago

Wealth: Seasonal Tax Preparer

positionMineola, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$20/hr - $30/hr
date3+ years exp

B. Riley Financial is a leading private wealth and investment management platform that provides comprehensive financial solutions. They are seeking a full-time Seasonal Tax Preparer to support their Mineola, NY tax office for the preparation of individual and state income tax returns for the upcoming tax season.

Business DevelopmentFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Tax return preparationUltraTax softwareCPA designationEnrolled Agent designationAnalytical skillsCustomer service skillsMulti-priority managementAttention to detailCommunication skillsIndependent work

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
Ability to work independently and manage multiple priorities

Preferred

CPA or Enrolled Agent designation preferred

Company

B. Riley Financial

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B. Riley Financial is a diversified provider of financial and business advisory services.
dateFounded in 1997
location
Los Angeles, California, USA
people-size1001-5000 employees
web-link
http://www.brileyfin.com

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 Company
Total Funding
$734.5M
Key Investors
Oaktree Capital Management
2025-02-27Post Ipo Debt· $160M
2023-07-28Post Ipo Equity· $115M
2021-12-03Post Ipo Debt· $300M

Leadership Team

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Tom Kelleher
Co-Chief Executive Officer and Board Member
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Recent News

Morningstar.com
RILY Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of B. Riley Financial, Inc. – RILY
2025-12-17
Tokenist
Why Did RILY Shares Surge in Premarket? Firm Avoids Nasdaq Delisting
2025-12-17
bloomberglaw.com
B. Riley Must Face Investor Fraud Suit Over Brian Kahn Dealings
2025-12-17
Company data provided by crunchbase