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Wealth: Seasonal Tax PreparerGlassRatner • Poughkeepsie, NY, United States
Wealth: Seasonal Tax Preparer

Wealth: Seasonal Tax Preparer

GlassRatner • Poughkeepsie, NY, United States
30+ days ago
Salary
$25.00 hourly
Job type
  • Full-time
Job description

Seasonal Tax Preparer

B. 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

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:

  1. Conduct client interviews to understand their financial circumstances and gather necessary documentation.
  2. Review client-provided financial data for completeness and accuracy.
  3. Prepare individual and business income tax returns using Ultra Tax software
  4. Respond to client inquiries and research tax-related issues as needed.
  5. Identify opportunities to assist clients by leveraging the full suite of services offered by the firm.
  6. Perform additional duties as assigned.

Education, Experience and Skills Required:

  1. Three to five years of professional work experience preparing tax 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
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Wealth: Seasonal Tax Preparer • Poughkeepsie, NY, United States

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