Beech Valley Solutions

Tax Supervisor – Small Business Focus

Beech Valley Solutions

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona, Ohio

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Job Level

Mid-LevelSenior

About the role

  • 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

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
  • Strong communication and organizational skills
  • Ability to review basic bookkeeping work
  • Deep understanding of small business tax laws and strategies
  • Must be located in one of the firm's Ohio locations or in the Gilbert/Phoenix area to occasionally go on site