Wealth: Tax Accountant

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. We are currently seeking a full-time Tax Accountant to join our Boca Raton, FL tax 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. Duties of this position include: 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. Knowledge of estates and trusts required. Research and respond to client inquiries on tax and accounting matters. Analyze financial performance and assist with forecasting and budgeting. Supervise and mentor junior staff on accounting and tax projects. 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 five years’ experience in preparing individual and business tax returns. Bachelor's degree in Accounting, Finance, or a related field Direct experience working with clients and the ability to explain tax and accounting concepts clearly. At least one year of experience using UltraTax software Familiarity with preparing sales and payroll tax filings. Positive attitude with a team-oriented and professional approach. Strong attention to detail and ability to make accurate, rules-based decisions. Highly organized and proactive, with the ability to manage multiple deadlines in a fast-paced environment. B. Riley Financial, 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. Job Details

Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing and Finance

#J-18808-Ljbffr