With offices coast to coast, 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. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.
B. Riley Wealth is a subsidiary of B. Riley Financial (Nasdaq: RILY), a diversified business advisory and financial services platform. B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates.
We are seeking a full-time and/or part-time Seasonal Data Entry Specialist to work in our Poughkeepsie, NY tax office through April 2024. The hourly rate for this position is $19.00 -$21.00 per hour.
Duties of this position include, but are not limited to the following:
1. Data entry of tax return information
2. Interact maturely and effectively with Tax and Financial Advisors clients, and internal contacts.
3. Performs other duties as assigned.
Education, Experience, and Skills:
1. Self-starter with a high level of initiative and motivation
2. Ability to work in a self-directed manner in a fast-paced deadline-driven environment
3. Strong administrative, computer and customer service skills are essential
4. UltraTax and CS Practice experience preferred