Beech Valley Solutions

• Oversee tax planning, compliance, and strategy for a portfolio of small business clients
• Review tax returns and ensure clients are compliant with tax regulations
• Identify opportunities for tax savings
• Act as primary point of contact for clients, addressing tax concerns and providing proactive tax advice
• Build and maintain long-term relationships with clients and ensure exceptional service delivery
• Review basic bookkeeping work
• Manage clients in industries including dental, medical, and veterinary
• Occasionally go on site to work with a manager as needed

Tax Supervisor – Small Business Focus

• We currently have a variety of remote tax projects with clients across the US; these clients consist of CPA firms looking for project assistance throughout the year.
• These are remote, career-building project opportunities with cutting-edge firms embracing the gig economy within the CPA profession.
• We will work with you to find the perfect opportunity based on your availability and experience.
• Beech Valley offers flexibility, compensation per hour, growth opportunities.

Senior Tax, Nonprofit

• Our clients are seeking experienced Tax Managers to support tax planning, tax research and special projects, and to review estates, gifts and trusts (EGT) tax returns to make recommendations on return preparation regarding accuracy and tax savings opportunities.
• Our clients are CPA firms looking for project assistance throughout busy seasons and special projects year-round.
• Projects are typically 2-3 months long with the potential to extend.
• We will work with you to find the perfect opportunity based on your availability and experience.
• We have contract and direct hire opportunities available.

High-Net-Worth Tax Consultant

• The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients.
• A portion of the client base will be in the dental, medical, and veterinary industries.
• This is a permanent (W-2) opportunity with an ASAP start date.
• The work can be done remotely but candidates need to be in one of their Ohio locations or in the Gilbert/Phoenix area to be able to occasionally go on site to work with a manager.
• The Tax Manager will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings.
• A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery.
• Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies.
• Candidate Qualifications include bachelor's, CPA, 4-5 years experience, supervisory experience.

Tax Supervisor – Small Business Focus

Senior Tax, Nonprofit

High-Net-Worth Tax Consultant

Tax Supervisor, Small Business