Wealth: Seasonal Tax Preparer

B Riley • Red Bank, NJ

45d

About The Position

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 www.brileywealth.com.
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.
Duties of this position include, but are not limited to the following:

Requirements

• Three to five years of professional experience preparing tax returns.
• Strong accuracy, analytical, and attention-to-detail skills.
• Excellent communication and customer service abilities.
• Ability to work independently and manage multiple priorities.

Nice To Haves

• CPA or Enrolled Agent designation preferred.

Responsibilities

• 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 UltraTax 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed