Wealth: Seasonal Tax Preparer

Overview

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, visit

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.

We are seeking a full-time Seasonal Tax Preparer to support our Red Bank, NJ tax office for preparation of individual and state income tax returns for the upcoming 2026 tax season.

• 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.