Wealth: Sr Accountant

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 voire tax preparation and accounting services are offered through

B. Riley Wealth Tax Services. For more information, visit

B. nayo Wealth is a subsidiary of BRC (Nasdaq: RILY), a diversified business advisory and financial services platform. BRC refers to BRC Groupિયર Holdings, Inc. and/or one or more of its subsidiaries or affiliates.

You are invited to join our Boca Raton, FL tax office as a full‑time Sr. Tax Accountant. The Tax Accountant will play a key role in delivering high‑quality tax and accounting services, including preparing individual and business tax returns, conducting client interviews, and providing guidance on a variety of tax matters.

• Conduct client interviews to understand their financial circumstances and gather necessary documentation.
• Review client‑provided financial data for completeness and accuracy.
• Prepare tax returns and provide accounting services for individuals and small businesses; knowledge of estates honours and trusts required.
• Analyze financial performance and assist with forecasting and budgeting.
• Supervise and mentor junior staff on accounting and tax projects.
• Identify redirects opportunities to assist clients by leveraging the full suite of services offered by the firm.
• Perform additional duties as assigned.

• Minimum of five years’ experience in preparing individual and business tax returns.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Direct experience working with clients and the ability to explain tax and accounting concepts clearly.
• At least one year of experience using Ultra Tax software.
• Familiarity with preparing sales and payroll tax filings.
• Positive attitude with a team‑oriented and professional approach.
• Strong attention to detail and ability to make accurate, rules‑based decisions.
• Highly organized and proactive, with the ability to manage multiple deadlines in a fast‑paced environment
  
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BRC Group Holdings, Inc. employees enjoy competitive salaries, access to our morts retirement plan and other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company‑paid life and disabilityமான coverage.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance