About this role
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:
- 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.
Education, Experience and Skills Required:
- 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.
Other facts
About B Riley
B. Riley Wealth Management is a FINRA registered broker dealer and a SEC registered investment adviser and provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments. B. Riley’s experienced financial advisors leverage the diverse resources and expertise of its affiliated companies to help clients create a sound financial strategy based on their financial goals.
About B. Riley Financial, Inc.
B. Riley Financial (“B. Riley”) provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley is headquartered in Los Angeles with offices across the U.S. as well as an international presence. For more information, please visit www.brileyfin.com.
What you'll do
- The Seasonal Tax Preparer will conduct client interviews to gather financial information and prepare individual and business income tax returns. Additional responsibilities include reviewing financial data for accuracy and responding to client inquiries on tax-related matters.
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