Wealth: Seasonal Tax Preparer
Listed on 2026-03-01
-
Finance & Banking
Tax Accountant, Financial Analyst, Accounting & Finance -
Accounting
Tax Accountant, Financial Analyst, Accounting & Finance
11 Raymond Ave, Poughkeepsie, NY 12603, USA
Job DescriptionPosted Friday, January 9, 2026 at 6:00 AM
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, .
B. Riley Wealth is a subsidiary of BRC (Nasdaq: RILY), a diversified business advisory and financial services platform. BRC refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.
Seasonal Tax Preparer – A full‑time position in our Poughkeepsie, NY tax office for preparation of individual and business income tax returns for the 2026 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
:
- 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.
Education, Experience and
Skills Required:
- Three to five yearsof 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.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).