Tax Preparer

B. RILEY CORPORATE SERVICES, Inc.; Boca Raton (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) profit sharing

Paid holidays

Vacation

Sick leave

Medical, dental, and vision insurance

Company paid life and disability

Job summary

B. Riley Wealth in Boca Raton, FL is seeking a full-time Tax Preparer to service clients, prepare tax returns, and advise on tax planning.

The role involves meeting with clients, reviewing financial documents, and delivering clear guidance on tax matters, with opportunities to promote additional firm services. Ideal candidates bring at least three years of tax prep experience, proficiency with UltraTax CS, and strong client communication skills.

Qualifications

• Minimum three years’ experience preparing taxes.
• Experience with Ultra Tax CS.
• Proven experience working directly with clients, with the ability to explain accounting and tax concepts in plain terms.
• Familiarity with estates, trusts, and small businesses preferred.
• Professional, courteous, and concise communicator who listens actively.
• Strong attention to detail and sound, rules-based analytical judgment.
• Highly organized and proactive, with the ability to consistently meet the deadlines of the tax and accounting profession.

Responsibilities

• Meet with clients to understand their tax needs.
• Review client documents for accuracy and completeness.
• Prepare tax returns for individuals, partnerships, corporations, and trusts.
• Respond to client tax questions with clear guidance.
• Develop working knowledge of B. Riley Wealth services.
• Identify opportunities to offer financial solutions beyond tax preparation.
• Connect clients with appropriate financial professionals to grow client assets.
• Perform other duties as assigned.

Skills

Client communication

Attention to detail

Deadline oriented

Tax knowledge

Tools

UltraTax CS

Job description

• Job Category Tax & Accounting
• Employee Type Regular FT Non-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 seeking a full-time Tax Preparer to work in our Boca Raton, FL tax office. The Tax Preparer prepares tax returns for individuals, partnerships, corporations, and trusts while working directly with clients to answer questions and review their financial information.

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

• Meet with clients to understand their financial situation and tax needs
• Review client-provided financial documents for accuracy and completeness
• Prepare tax returns for individuals, partnerships, corporations, and trusts
• Respond to client tax questions with clear, accurate guidance
• Develop working knowledge of the full range of B. Riley Wealth services
• Proactively identify opportunities to offer financial solutions beyond tax preparation, and educate clients on the firm's broader offerings
• Connect clients with the appropriate financial professionals to deepen relationships and grow the firm's share of client assets and revenue
• Perform other duties as assigned

Education, Experience and Skills Required:

• Minimum three years’ experience preparing taxes
• Experience with Ultra Tax CS
• Proven experience working directly with clients, with the ability to explain accounting and tax concepts in plain terms
• Familiarity with estates, trusts, and small businesses preferred
• Professional, courteous, and concise communicator who listens actively
• Strong attention to detail and sound, rules-based analytical judgment
• Highly organized and proactive, with the ability to consistently meet the deadlines of the tax and accounting profession

BRC Group Holdings, Inc. 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.