Wealth: Seasonal Tax Preparer

B. Riley Financial, Inc.Poughkeepsie, NY

$25 - $35 / hour

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Education

CPA

Career level

Senior-level

Remote

On-site

Compensation

$25-$35/hour

Job Description

Seasonal Tax PreparerB. Riley Wealth Tax Services, Inc.

With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.B. Riley Wealth is a subsidiary of B. Riley Financial (Nasdaq: RILY), a diversified business advisory and financial services platform. B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates.We are seeking a full-time Tax Preparer to work in our Poughkeepsie, NY tax office for preparation of individual and business income tax returns for the 2025 tax season. The hourly rate for this position is $25-$35 per hour.

Duties of this position include, but are not limited to the following:

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 softwareRespond 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.

Education, Experience and Skills Required:

Three to five years of professional work experience preparing taxes returnsDemonstrate accuracy and attention to detailStrong communication and customer service skillsCPA or Enrolled Agent a plusAbility to work independently

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Wealth: Seasonal Tax Preparer Jobs at B. Riley Financial, Inc.

What is the work location for this position at B. Riley Financial, Inc.?

This job at B. Riley Financial, Inc. is located in Poughkeepsie, NY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at B. Riley Financial, Inc.?

Candidates can expect a pay range of $25–$35 per hour for this role.

What employment applies to this position at B. Riley Financial, Inc.?

B. Riley Financial, Inc. lists this role as a Full-time position.

What experience level is required for this role at B. Riley Financial, Inc.?

B. Riley Financial, Inc. is looking for a candidate with "Senior-level" experience level.

What education level is required for this job?

The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.

What is the process to apply for this position at B. Riley Financial, Inc.?

You can apply for this role at B. Riley Financial, Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.