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Private Wealth Services Tax Manager

fully flexible
Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

4+ years of public accounting experience, Bachelor's Degree or higher, EA or CPA / CPA eligible.

Key responsabilities:

  • Support tax planning and research
  • Review estates, gifts and trusts tax returns
  • Make recommendations on return preparation
  • Assist with special projects
Beech Valley Solutions logo
Beech Valley Solutions Startup https://www.beechvalley.com/
51 - 200 Employees
About Beech Valley Solutions
Beech Valley Solutions connects organizations with top-tier accounting, finance, and IT talent on demand.Our clients vary widely (start-ups to multinational firms) but share the same challenge: finding talented accountants and consultants to help them deliver high-quality service that their clients expect and their projects demand, often with short notice.We offer the flexibility to fill roles temporarily and affordably, without the burden of retaining these individuals ‘in house’ year-round. Our tech-enabled platform of freelancers means you can instantly find and connect with professionals with extensive public accounting and industry experience.Firms that work with us increase:‣ Margins and top-line revenue‣ Client satisfaction‣ Employee retentionThe Beech Valley vetting process includes in-depth interviews and a data-based proprietary pre-hire testing methodology. These procedures ensure that you’ll be connected with top-tier accounting professionals. We speak the language of the accounting industry, and this understanding ensures you are paired with the absolute best consultants to flex up your team on a project-by-project basis.Our freelancers are specialists in the following areas:• Advisory •IT AuditAudit ReadinessTechnical AccountingRestructuring and TurnaroundDisaster RecoverySoftware ImplementationSEC ReportingControllershipCFO and support servicesFP&ADue DiligenceBuy and sell-sideQuality of EarningsTransaction AdvisoryInternal Audit• Tax •Corporate / Business TaxHigh Net Worth Individual TaxPartnership TaxSmall Business / Flow-Through TaxState and Local TaxInternational TaxMergers & AcquisitionsTrust and Estate TaxTax ExtensionsProvisionsSales and Use TaxGlobal Mobility ServicesNot-for-Profit TaxREITs• Audit •Not-for-Profit OrganizationsGovernmental AuditsEmployee Benefit PlansIndustry ExperiencePlease contact us for more information or to explore current openings.
See more Beech Valley Solutions offers

Job description

About Beech Valley:

Beech Valley is a technology-based staffing firm that connects top-tier public accountants to highly sought-after freelance consulting opportunities. We’ve curated a network of cutting-edge clients embracing the gig economy.

With project opportunities delivered to your inbox, we help to build your client list. We seek qualified accounting and finance professionals to connect with clients needing your expertise nationwide. These opportunities are remote, career-building projects that match interests, industries, and experience levels.

Job Description

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.

Skills and Qualifications:
  • 4+ years of public accounting experience
  • Bachelor's Degree or higher
  • EA or CPA / CPA eligible preferred
  • Experience with Estates, Gifts and Trusts (EGT) tax returns
  • Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
  • A resident of the United States
  • Authorized to work in the United States

Why Beech Valley?
  • Flexibility: CPAs who become consultants can accept and reject projects, freeing time to travel, start their businesses, or spend more time with family.
  • Compensation: Get paid for every single hour you work.
  • Growth: Make an impression as a top advisor at sought-after companies while diversifying your technical skills on new, exciting projects and expanding your professional network.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Tax ResearchEstate AdministrationTax SoftwareTax Return AnalysisTax ReturnsEstate PlanningTax PlanningTrust Laws
Are you interested?

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