Wealth: Seasonal Tax Preparer

B. Riley Wealth is seeking a full-time Seasonal Tax Preparer to support their Boca Raton, FL tax office for the 2026 tax season. The position involves preparing individual and state income tax returns using UltraTax software.

Requirements

• Three to five years of professional experience preparing tax returns
• Strong accuracy, analytical, and attention-to-detail skills
• Excellent communication and customer service abilities
• CPA or Enrolled Agent designation preferred
• Ability to work independently and manage multiple priorities

Benefits

• Opportunity to work for a leading private wealth and investment management platform