Wealth: Seasonal Tax Preparer

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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