Wealth: Seasonal Data Entry Specialist

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 Seasonal Data Entry Specialist to support in our Bronx, NY tax office through April 2026. This position will start at 20 hours per week during early tax season and expand up to 40 hours per week at peak season. The hourly rate for this position is $20.00 per hour.

Duties of this position include, but are not limited to the following:

1. Accurately enter and maintain tax return data in the designated systems.
2. Communicate professionally and effectively with Tax and Financial Advisors, clients, and internal team members.
3. Perform other related duties as assigned.

Education, Experience, and Skills:

1. Strong background working with numbers, with exceptional attention to detail and accuracy.
2. Demonstrated self-starter with strong initiative and motivation.
3. Ability to work independently in a fast-paced, deadline-driven environment.
4. Strong administrative, computer, and customer service skills required.
5. Experience with UltraTax and CS Practice preferred.