Wealth: Accountant

B Riley Financial
Boca Raton, FL
Category Accounting
Job Description
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
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