What are the responsibilities and job description for the Tax Supervisor - Small Business Focus position at Beech Valley Solutions?
Beech Valley Solutions is assisting our client, a Top 100 CPA firm in the US, with their search for a Small Business Focus Tax Supervisor. 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. This is a hybrid position, though most of the work will be done remotely, with an occasional meeting onsite at the office as needed.
This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. 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:
• Bachelor's degree in Accounting or other relevant field required
• Masters degree in Accounting/Taxation ideal
• 4 – 5 years of prior experience in Tax
• Prior supervisory experience
• CPA certification