Wealth: Sr Accountant

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments.

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.
• 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.

Benefits

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