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B Riley

Financial Services201-500 employeesWebsite

B. Riley is a financial services company with offices coast to coast. B. Riley Wealth, a subsidiary of BRC, offers comprehensive financial solutions to various clients. B. Riley currently has 3 open positions. All positions are in the Wealth division of the company. * **Wealth: Seasonal Administrative Assistant:** This on-site position in Bonita Springs, FL, requires scheduling, confirming, and coordinating client appointments, managing a high volume of calls, data entry, and administrative tasks. Experience with UltraTax and CS Practice is preferred. The hourly rate is $18.00. The work period is through April 2026. * **Wealth: Seasonal Tax Preparer:** This on-site position is available in Red Bank, NJ. The role involves preparing individual and state income tax returns for the 2026 tax season. * **Wealth: Seasonal Tax Preparer:** A full-time, on-site role in Poughkeepsie, NY, for the 2026 tax season, preparing individual and business income tax returns. The hourly rate is $25.00 - $30.00. The roles require use of the following technologies: scheduling, client coordination, data entry, administrative tasks, multitasking, customer service, phone management, decision making, UltraTax, CS Practice, tax preparation, financial data review, research, communication, analytical skills, attention to detail, independent work, and multi-tasking. The available positions are all on-site. The Seasonal Administrative Assistant role is located in Bonita Springs, FL. The Seasonal Tax Preparer positions are located in Red Bank, NJ, and Poughkeepsie, NY. Here are some frequently asked questions about working at B. Riley and the current job openings: 1. **What types of services does B. Riley Wealth offer?** B. Riley Wealth offers comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. 2. **What are the key responsibilities of the Seasonal Administrative Assistant role?** This role involves scheduling client appointments, handling incoming calls, data entry, and general administrative tasks. 3. **What software is used for tax preparation at B. Riley?** UltraTax software is used for preparing tax returns. 4. **What skills are required for the Seasonal Tax Preparer positions?** The roles require three to five years of experience in tax return preparation, as well as strong analytical, communication, and customer service skills. 5. **Are CPA or Enrolled Agent designations preferred for the tax preparer positions?** Yes, CPA or Enrolled Agent designations are preferred.

About the Company

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.

Quick Facts

Founded
1996

Open Positions

3
Wealth: Seasonal Administrative Assistant
Bonita Springs, Florida, United States

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, ...

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SchedulingClient CoordinationData EntryAdministrative TasksMultitasking
Wealth: Seasonal Tax Preparer
Red Bank, New Jersey, United States

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, ...

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Tax PreparationClient InterviewsFinancial Data ReviewUltraTax SoftwareResearch
Wealth: Seasonal Tax Preparer
Poughkeepsie, New York, United States
25 - 30 USD

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, ...

View Job
Tax PreparationClient InterviewsFinancial Data ReviewUltraTax SoftwareResearch

Frequently Asked Questions

What does B Riley do?
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 fi...
How many employees does B Riley have?
B Riley has 201-500 employees employees.
What industry is B Riley in?
B Riley operates in the Financial Services industry.
How many open jobs does B Riley have?
B Riley currently has 3 open positions on Clera.