Seasonal Tax Pro in Poughkeepsie: Returns & Client Advisory

B. Riley Securities, Inc; City of Poughkeepsie (NY); Sur place; USD 34 440 - 48 216; Plein temps

Résumé du poste

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.

Qualifications

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

Responsabilités

• 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.

Connaissances

Tax preparation

Client communication

Attention to detail

Outils

Ultra Tax

Description du poste

Seasonal Tax Preparer

B. Riley Wealth Tax Services, Inc.

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 B. Riley Financial (Nasdaq: RILY), a diversified business advisory and financial services platform. B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates.

We are seeking a full-time Tax Preparer to work in our Poughkeepsie, NY tax office for 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 of this position include, but are not limited to the following:

1. Conduct client interviews to understand their financial circumstances and gather necessary documentation.
2. Review client-provided financial data for completeness and accuracy.
3. Prepare individual and business income tax returns using Ultra Tax software
4. Respond to client inquiries and research tax-related issues as needed.
5. Identify opportunities to assist clients by leveraging the full suite of services offered by the firm.
6. Perform additional duties as assigned.

Education, Experience and Skills Required:

1. Three to five years of professional work experience preparing taxes returns
2. Demonstrate accuracy and attention to detail
3. Strong communication and customer service skills
4. CPA or Enrolled Agent a plus
5. Ability to work independently