Tax Associate

COMPANY DESCRIPTION

At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.

Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.

This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.

JOB DESCRIPTION

As a Tax Associate you will be responsible for preparing a variety of tax returns, including individual, partnership, S-corp, and C-corp, as well as supporting clients with tax planning, research, and compliance. This is a hands-on position ideal for someone who enjoys problem solving, working directly with clients, and contributing to a collaborative team environment. Whether you’re an experienced tax professional or a few years out of school, eager to grow your career in public accounting, we offer the opportunity to develop your skills, take ownership of your work, and make a meaningful impact.

Job Responsibilities

• Prepare individual, partnership, s-corporation and c-corporation tax returns as well as transactional tax compliance work and other problem solving tasks on an ad hoc basis.
• Prepare tax return workpapers and adjusting entries on business returns.
• Take client provided financials and make necessary adjustments for correct reporting.
• Research tax laws and regulations to ensure that clients are compliant with the latest tax laws.
• Assist with the development and implementation of tax planning strategies for clients, including tax projections, tax planning, and tax forecasting.
• Maintain accurate tax records, including tax filings, receipts, and other documentation. Ensure that all tax records are organized and up to date.
• Communicate with clients to gather information necessary for tax return preparation, answer tax-related questions, and provide updates on tax filings.
• Participate in training programs to develop your tax knowledge and skills, including internal or external tax seminars, workshops, and other training programs.
• Assist with tax-related tasks and special projects as needed.
• No assurance work.

QUALIFICATIONS

• Bachelor's degree in Accounting or a related field.
• 1+ years of public accounting experience with a focus in tax, or recent college graduates who display a strong desire to learn and succeed.
• CPA is preferred but not required.
• Familiarity with AL and GA tax returns.
• Ability to manage multiple assignments and work effectively as part of a team.
• Excellent analytical and problem-solving skills, accuracy and attention to detail.
• Strong communication skills, both written and verbal are essential.
• Ability to communicate with clients effectively and efficiently in a professional manner.
• Value working in an office with a team.
• Proficiency in Microsoft Excel is a requirement.
• Experience with tax software, such as Axcess or ProSystem is preferred.

ADDITIONAL INFORMATION

We offer competitive compensation packages, health benefits, and a collaborative work environment.

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.