Posted Monday, October 13, 2025

B. Riley Financial, Inc.; City of Poughkeepsie (NY); Vor Ort; USD 34.440 - 48.216; Vollzeit

Zusammenfassung

B. Riley Wealth Tax Services, Inc. is seeking a full-time Seasonal Tax Preparer to work in our Poughkeepsie, NY office. You will be responsible for preparing individual and business income tax returns for the 2025 tax season, utilizing your expertise to support clients effectively.

The ideal candidate has 3-5 years of experience in tax preparation, excellent communication skills, and meticulous attention to detail. The position offers a competitive hourly rate of $25-$35.

Qualifikationen

• Three to five years of professional work experience preparing tax returns.
• Demonstrate accuracy and attention to detail.
• Strong communication and customer-service skills.

Aufgaben

• Conduct client interviews to gather necessary documentation.
• Review client financial data for completeness and accuracy.
• Prepare individual and business income tax returns.
• Respond to client inquiries and research tax issues.
• Identify opportunities to assist clients with services offered.
• Perform additional duties as assigned.

Kenntnisse

Tax preparation

Client communication

Attention to detail

Tools

Ultra Tax

Jobbeschreibung

Seasonal Tax Preparer

B. Riley Wealth Tax Services, Inc.

We are seeking a full‑time Tax Preparer to work in our Poughkeepsie, NY tax office for the preparation of individual and business income tax returns for the 2025 tax season. The hourly rate for this position is $25‑$35 per hour.

Duties

• 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.

Education, Experience and Skills Required

• Three to five years of professional work experience preparing tax returns.
• Demonstrate accuracy and attention to detail.
• Strong communication and customer‑service skills.