Beech Valley Solutions · 1 week ago
Tax Manager (Hybrid – Atlanta)
Beech Valley Solutions is an Atlanta-based investment advisory firm seeking an experienced Tax Manager to join their team. The role involves managing client relationships and providing expert tax guidance while preparing and reviewing tax returns.
AccountingFinancial ServicesFreelanceRecruiting
Responsibilities
Prepare and review individual tax returns; experience with business returns is a plus
Serve as a lead representative of the firm, building and maintaining strong client relationships
Meet with clients in-person and virtually
Manage workflow and deadlines, particularly during tax season, balancing high-quality service with efficiency
Qualification
Required
5–8 years of experience in accounting or tax
Master's degree in Accounting
CPA or EA designation
Strong interpersonal and communication skills, with the ability to be a confident and professional relationship manager
Based in Atlanta and able to commute to the Sandy Springs office at least 3 days a week
Prepare and review individual tax returns
Preferred
Experience with business returns is a plus
CCH Tax Software (experience preferred; ability to learn quickly is essential)