Wealth: Tax Preparer

Tax Preparer
B. Riley Wealth Tax Services
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 or part time Tax Preparer to work in our Bonita Springs, FL tax office.
Duties of this position include, but are not limited to the following :

1. Interview clients to gain a basic understanding of their financial affairs.
2. Review financial information supplied for accuracy.
3. Prepare taxes for individuals, partnerships, corporations and trusts.
4. Answer client tax related questions.
5. Become proficient on the wide range of services that B. Riley Wealth and B. Riley Financial offer
1. Be proactive in seeking opportunities for the firm to offer financial solutions beyond tax preparation. Educate clients on the wide range of services our company offers.
2. Introduce clients to financial professionals to further servicing of clients and increase firm's wallet share.
6. Other duties as assigned by the Tax Branch Manager

Education, Experience and Skills Required:

1. Minimum three years' experience preparing taxes
2. Experience with Ultra Tax CS
3. Experience working directly with clients and ability to clearly explain accounting and tax matters to clients
4. Knowledge of estates, trusts and small businesses a plus
5. Professional, courteous and concise communication skills; active listener
6. Ability to pay close attention to detail and make rules-based, analytical decisions
7. Highly organized and proactive thinker able to meet deadlines inherent in the tax and accounting profession

B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.
Other details

• Pay Type Salary

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