High-Net-Worth Tax Consultant

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.