High-Net-Worth Tax Consultant

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Beech Valley Solutions

πŸ“Remote - United States

Job highlights

Summary

Join our team of experienced Tax Managers to support tax planning, research, and special projects for CPA firms nationwide.

Requirements

  • 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

Responsibilities

  • Support tax planning
  • Conduct tax research and special projects
  • Review estates, gifts and trusts (EGT) tax returns to make recommendations on return preparation regarding accuracy and tax savings opportunities

Benefits

  • 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

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