Wealth: Seasonal Tax Preparer

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 and/or part-time Seasonal Tax Preparer to work in our Mineola, NY tax office for preparation of individual and state income tax returns for the 2025 tax season. The hourly rate for this position is $25.00 - $30.00 per hour.

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

1. Meet with clients to understand their financial affairs and review their tax burden.
2. Prepare individual income tax returns using Ultra Tax software.
3. Be resourceful in finding ways to help our clients using the wide range of services our company offers.
4. Answer client tax related questions.

5. Other duties as assigned by the Tax Branch Manager.

Education, Experience and Skills Required:

1. Three to five years of professional work experience preparing taxes returns.
2. Demonstrate accuracy and attention to detail.
3. Strong communication and customer service skills.
4. CPA or Enrolled Agent a plus.    
5. Ability to work independently.