Tax Accountant

B. RILEY CORPORATE SERVICES, Inc.; Town of Islip (NY); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) profit sharing

Paid holidays

Vacation

Sick leave

Medical insurance

Dental insurance

Vision insurance

Life and disability coverage

Job summary

B. Riley Wealth is seeking a full-time Tax Accountant to join our Lake Ronkonkoma, NY office. The Tax Accountant will prepare individual and business tax returns, conduct client interviews, and provide guidance on a variety of tax matters.

The expected base salary range for this position is $60,000 - $85,000. Responsibilities include reviewing financial data, responding to client inquiries, and leveraging full firm services.

Qualifications

• Minimum of three years’ experience preparing individual and business tax returns.
• Direct experience working with clients and the ability to clearly explain tax and accounting concepts.
• At least one year of experience using QuickBooks.
• Familiarity with preparing sales and payroll tax filings.
• Positive attitude with a team-oriented and professional approach.
• Strong attention to detail and the ability to make accurate, rules-based decisions.
• Highly organized and proactive, with the ability to manage multiple deadlines in a fast-paced environment.

Responsibilities

• Conduct client interviews to understand their financial circumstances and gather necessary documentation.
• Review client-provided financial data for completeness and accuracy.
• Prepare tax returns and provide accounting services for individuals and small businesses.
• 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.

Skills

Tax preparation

Client communication

Attention to detail

Time management

Team orientation

Tools

QuickBooks

Job description

• Location 500 Portion Rd,Suite 4 & Suite 2,Ronkonkoma, NY, 11779,United States
• Job Category Tax & Accounting
• Employee Type Regular FT Exempt

Description

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 BRCGH (Nasdaq: RILY), a diversified business advisory and financial services platform. BRCGH refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.

We are currently seeking a full-time Tax Accountant to join our Lake Ronkonkoma, NY office. The Tax Accountant will play a key role in delivering high-quality tax and accounting services. This includes preparing individual and business tax returns, conducting client interviews, and providing guidance on a variety of tax matters. The expected base salary range for this position is $60,000 - $85,000.

Duties of this position include, but are not limited to the following:

• Conduct client interviews to understand their financial circumstances and gather necessary documentation.
• Review client-provided financial data for completeness and accuracy.
• Prepare tax returns and provide accounting services for individuals and small businesses.
• 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:

• Minimum of three years’ experience preparing individual and business tax returns.
• Direct experience working with clients and the ability to clearly explain tax and accounting concepts.
• At least one year of experience using QuickBooks.
• Familiarity with preparing sales and payroll tax filings.
• Positive attitude with a team-oriented and professional approach.
• Strong attention to detail and the ability to make accurate, rules-based decisions.
• Highly organized and proactive, with the ability to manage multiple deadlines in a fast-paced environment.

BRCGH employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.