Wealth: Accountant

B. Riley Wealth is seeking a full-time Tax Accountant to deliver high-quality tax and accounting services, including preparing individual and business tax returns, conducting client interviews, and providing guidance on tax matters.

Requirements

• 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.
• Research and respond to client inquiries on tax and accounting matters.
• Analyze financial performance and assist with forecasting and budgeting.
• Identify opportunities to assist clients by leveraging the full suite of services offered by the firm.
• Perform additional duties as assigned.

Benefits

• Competitive salary
• 401(k) profit sharing retirement plan
• Paid holidays, vacation, and sick leave
• Voluntary group medical, dental, and vision insurance
• Company paid life and disability coverage