More jobs:
Wealth: Seasonal Tax Preparer
Job in
City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2025-12-31
Listing for:
B. Riley Financial
Seasonal/Temporary
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Tax Accountant, Accounting & Finance -
Accounting
Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
Tax Preparer – Seasonal
B. Riley Wealth Tax Services, Inc., a subsidiary of
B. Riley Financial, is a leading private wealth and investment management platform that provides comprehensive financial solutions. We are seeking a full‑time Tax Preparer to work in our Poughkeepsie, NY tax office for the 2025 tax season.
- Location: Poughkeepsie, NY
- Hourly Rate: $25–$35
- Employment Type: Temporary
- Seniority Level: Mid‑Senior
- Job Function: Accounting/Auditing and Finance
Responsibilities:
- Conduct client interviews to understand their financial circumstances and gather necessary documentation.
- Review client‑provided financial data for completeness and accuracy.
- Prepare individual and business income tax returns using Ultra Tax software.
- Respond to client inquiries and research tax‑related issues as needed.
- Identify opportunities to assist clients by leveraging the full suite of services offered by the firm.
- Perform additional duties as assigned.
Qualifications:
- Three to five years of professional work experience preparing tax returns.
- Demonstrated accuracy and attention to detail.
- Strong communication and customer service skills.
- CPA or Enrolled Agent a plus.
- Ability to work independently.
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