Wealth: Bookkeeper
B. Riley FinancialAbout the role
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 part-time Bookkeeper to work in our New York, NY tax office. Part-time hours will expand annually during the busy tax season from January through April. The hourly rate for this position is $20.00 - $34.00 per hour.
Duties of this position include, but are not limited to the following:
1. Prepare a variety of tax returns, focusing on corporate returns but including individual, partnership, and fiduciary returns.
2. Complete quarterly payroll tax filings, including multi-state unemployment returns and monthly Form 941 deposits for clients.
3. Perform annual write-ups for corporate clients to support tax return preparation.
4. Reconcile monthly bank statements for client payroll accounts.
5. Prepare year-end reporting documents, such as Forms 1099 and W-2.
6. Perform other duties as assigned by the Tax Branch Manager.
Education, Experience and Skills Required:
1. Minimum of 3 years of experience in payroll and bookkeeping services.
2. At least 1 year of hands-on experience preparing Corporate tax returns with UltraTax CS.
3. Strong client service skills with the ability to clearly explain accounting and tax concepts.
4. Solid understanding of payroll tax laws, payroll processing, and related regulatory requirements.
5. Exceptional attention to detail, with sound judgment and analytical skills.
6. Self-motivated, highly organized, and able to manage multiple priorities in a deadline-driven environment.
B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.
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