Senior Tax Accountant

Pivotal Finance; Auburn (AL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Job summary

Pivotal Finance, based in Auburn, AL, is seeking a Senior Tax Accountant to prepare returns for individuals and entities, perform tax research, and assist with planning. You will collaborate with a tax team, leadership, clients, and partners to deliver exceptional service.

The role emphasizes accuracy, timely filings, and staying current with tax laws. A CPA is preferred but not required, with opportunities for growth in a collaborative office environment in Auburn.

Qualifications

• Bachelor's degree in accounting or a related field.
• 2+ years of public accounting experience with a focus in tax.
• CPA is preferred but not required.
• Familiarity with AL and GA tax returns.
• Proficiency in Microsoft Excel.
• Experience with tax software such as Axcess or ProSystem is preferred.

Responsibilities

• Prepare individual, partnership, S-corporation and C-corporation tax returns and related tax work.
• Prepare tax return workpapers and adjusting entries on business returns.
• Analyze client financials and adjust reporting as needed.
• Research tax laws and regulations to ensure compliance.
• Assist with tax planning, projections, and forecasting for clients.
• Maintain accurate tax records and documentation.
• Communicate with clients to gather information and provide updates on filings.
• Participate in training programs to develop tax knowledge and skills.
• Support tax-related tasks and special projects as needed.
• No assurance work.

Skills

Analytical skills

Communication skills

Attention to detail

Team collaboration

Education

Bachelor's degree in accounting

Tools

Excel

Axcess

ProSystem

Job description

Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners. Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis.

We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients. Our approach is based on a few simple ideas: Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform. Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged.

It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses.

JOB DESCRIPTION

As a Senior Tax Accountant you will be responsible for preparing tax returns, researching tax laws, and assisting with tax planning. You will work collaboratively with other members of the tax team, firm leadership, clients, and partners to provide exceptional service.

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.
• 2+ 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. If you're a self-starter with a passion for assisting clients with their tax needs,

Living in Auburn

"The Loveliest Village on the Plains" is Alabama's fastest-growing metropolitan area and the 19th-fastest-growing metro area in the United States since 1990. Fueled by its award-winning school system, outstanding food scene and fine arts, Auburn was listed among MONEY's 2019 top 100 places to live in America, coming in at No. 66. Also listed at No. 82 on the 2020 Top 100 Best Places to Live in America by Livability, "Auburn isn't just one of the best college towns in the South, it’s also an amazing place to live."

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.