Bethany Swartwood

I specialize in helping businesses-of-one and start-ups achieve financial and tax compliance while saving them tens of thousands of dollars each year.

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Available 20hrs/week

San Francisco, CA, USA

14 years experience

accounting

Chartered Accountant with the Institute of Chartered Accountants of Scotland.

law practice

Graduated cum laude with a law degree from the London  School of Economics.

finance

Top 100 professionals in finance in the Top 100 Magazine.

fintech

Extensive experience with fintech start-ups.

fund-raising

Raised a total of $80M in start-up activity and consulting on fundraising.

Tax Partner

Tax Partner
Bethany holds a law degree from the London School of Economics and Political Science and is a Chartered Accountant with the Institute of Chartered Accountants of Scotland.  She is on a mission to help individuals achieve their business, philanthropic, and financial goals.

Skills & Tools

Top areas of expertise and tools used to accomplish projects.
tax preparation
certified to file taxes
communication skills
tax form filing
tax law
tax plans

Diversified professional experience

Past companies and roles where I’ve gained experience.
Collective
Collective

Head of Member Services

2020-Present

San Francisco, California, United States

I served on the executive committee of Collective. If you're self-employed or have a small business, please reach out!
Tax Point Partners
Tax Point Partners

Partner

2020-Present

Pasadena, California, United States

Large enough to meet all your needs, small enough to know your name. Tax, Accounting, Advisory.
Vistra
Vistra

Director Tax, Accounting and Corporate Legal

2018-2020

Hong Kong, Central and Western District, Hong Kong

Responsible for leading a large cross-border team providing US tax and accounting solutions for clients expanding internationally, with services ranging from tax compliance and audit assistance to transaction advisory services.
Kingston Smith Barlevi
Kingston Smith Barlevi

Tax Principal

2017-2018

Los Angeles, California, United States

Practice leader for US tax offerings for the Firm. Serving private companies and their owners in the media and entertainment industry through business management, CFO outsourcing, and comprehensive global tax planning and compliance services.
Ey
Ey

Tax Senior Manager

2016-2017

London, Greater London, United Kingdom

Bethany Swartwood, LLB, CA, EA, is a tax senior manager in EY Los Angeles office and is part of the Private Client Services Group. She specializes in tax preparation and planning for high-net-worth individuals, partnerships and their partners, and closely held and family-run businesses. As an expat herself for eight years, she is qualified in both US and UK tax law and has extensive experience with the interactions between the US tax system and foreign tax jurisdictions for both foreign and US individuals. Bethany utilizes her vast tax knowledge in conjunction with her operational experience to assist clients in achieving global compliance and efficiencies, while preserving their wealth and accomplishing their philanthropic goals.
Deloitte
Deloitte

Tax Senior Manager

2012-2015

New York, New York, United States

Tax Senior Manager in Global Employer Services- providing global account management of large multinational companies, this includes program design and process improvement. Responsible for managing and providing domestic and international tax compliance and planning for individual expats and their private businesses.
Pwc
Pwc

Tax Senior Manager

2012-2012

New York, New York, United States

Tax Director in International Assignment Services- providing global account management and design for large mobility programs in the energy industry. Specializing in international and domestic tax and social security planning for mobile populations at both employer and employee levels.
Deloitte
Deloitte

Tax Manager

2009-2011

New York, New York, United States

Tax Manager in International Private Client & High Net Worth Services. Responsible for providing tax compliance and planning for board level and senior executive expats of corporate clients including international law firms, financial services clients, private equity firms, and global advertising agencies.
K
Kpmg

Senior Tax Associate

2007-2009

New York, New York, United States

Senior Tax Associate in International Executive Services. Team member of global teams providing domestic and international tax services for mobile workforce of clients such as international oil corporation, global investment banks, European retailers, and software developers.

Open to

project based

remote work

open to travel

expert calls

company advisor

monthly retainers

collaborations

hourly work

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