Beech Valley Solutions

Tax Supervisor, Small Business

Beech Valley Solutions

full-time

Posted on:

Location: Arizona, Ohio • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • Bachelor’s degree in Accounting or other relevant field required
  • Masters degree in Accounting/Taxation ideal
  • 4 – 5 years of prior experience in taxation
  • Prior supervisory experience
  • CPA certification
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