Pivot Business Group · 2 weeks ago
Lead Tax Strategist (Full-Time, Remote)
United States
Full-time
Remote
Senior Level
$90K/yr - $90K/yr
5+ years expPivot Business Group is seeking a Lead Tax Strategist/Tax Manager to serve as a technical tax expert and support their growing team. This role involves reviewing tax returns, ensuring compliance with tax laws, and creating efficient workflows while also providing mentorship and operational leadership.
AccountingConsultingFinancial Services
No H1B
Responsibilities
Review tax returns for accuracy and strategic completeness (1040, 1120, 1120S, 1065)
Apply advanced tax logic and ensure compliance with tax law
Handle IRS calls and issue resolution on behalf of clients (must be EA or CPA)
Perform quarterly estimated tax calculations for business owners
Conduct 1:1 tax consultations with clients as needed
Oversee e-file readiness and filing accuracy
Mentor the other tax strategist to ensure client needs are met
Ensure tax strategists implement the tax plan
Communicate with other members of the team to ensure client changes are shared
Provide mentorship and support to the tax prep team as needed
Participate in implementing advanced tax strategies
Create, document, and maintain SOPs, workflows, and procedures to streamline tax strategy operations
Continuously improve internal processes to maximize efficiency and accuracy
Collaborate with leadership to develop and refine departmental systems (software use, client handoffs, review processes, etc.)
Train and mentor staff on updated workflows and best practices
Act as the bridge between strategy and operations to ensure the department runs smoothly as the firm grows
Qualification
Required
EA or CPA required
Minimum 5 years of tax preparation and review experience
Comfortable with S Corps, partnerships, and high-income individuals
Strong working knowledge of QBO
Strong working knowledge of IRS procedure, tax planning, and strategy
Experience creating workflows, SOPs, or operational procedures
Available during standard business hours for client consults or team support
Attend standing department meetings
Available to support during company working hours (9am to 5pm EST)
Business tax: 5 years (Required)
CPA or EA License (Required)
Preferred
Familiarity with ProConnect, TaxDome, ClickUp
Experience leading or mentoring junior staff
Strong organizational and follow-up skills
Process improvement or operational leadership experience
Benefits
401(k)
401(k) matching
Flexible schedule
Paid time off
Work from home
Company
Pivot Business Group
Pivot Business Group offers financial services including fractional CFO, tax strategy, and bookkeeping.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Pam Jordan
Founder / CEO
Recent News
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