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Wealth: Seasonal Tax Preparer
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-01
Listing for:
B. Riley Financial
Full Time, Seasonal/Temporary
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Tax Accountant, Accounting & Finance -
Accounting
Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
Wealth:
Seasonal Tax Preparer
Join to apply for the Wealth:
Seasonal Tax Preparer role at
B. Riley Financial.
B. Riley Wealth is a leading private wealth and investment management platform. We are seeking a full-time Seasonal Tax Preparer to support our Boca Raton, FL tax office for preparation of individual and state income tax returns for the upcoming 2026 tax season. Hourly rate: $20.00 - $30.00 per hour.
Duties of this position include, but are not limited to the following- 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 Ultra Tax 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.
- Three to five years of professional experience preparing tax returns.
- Strong accuracy, analytical, and attention-to-detail skills.
- Excellent communication and customer service abilities.
- CPA or Enrolled Agent designation preferred.
- Ability to work independently and manage multiple priorities.
Mid-Senior level
Employment typeTemporary
Job functionAccounting/Auditing and Finance
Location:
Boca Raton, FL
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