Pivotal Solutions · 16 hours ago
Staff Accountant - Lafayette, LA
Lafayette, LA
Full-time
Hybrid
Entry, Mid Level
1+ years expPivotal Solutions is seeking a Staff Accountant to manage outsourced accounting for small business clients and provide tax compliance and planning support. The role involves maintaining accurate client books, assisting with tax projections, and improving processes through automation and technology.
ComputerManagement ConsultingSoftware
Hiring Manager
Michael B.
Responsibilities
Keep client books accurate and up to date (including cleanup work as needed)
Seek out (or at least document opportunities) to streamline tasks using automation and AI
Support business and personal income tax compliance for clients and owners
Prepare quarterly estimates and assist with tax projections/planning
Help convert clients from desktop accounting software to Xero or QBO
Preparation of annual 1099 forms
Troubleshoot Xero, QBO and Gusto issues for our clients
Communicate with clients clearly, timely, and proactively
Qualification
Required
1–2+ years of accounting and tax experience, including working knowledge of financial statements and business/personal income taxation
Disciplined curiosity: you enjoy exploring better ways to do things and using technology to work smarter
Strong communicator: responsive, thorough, proactive communication is a core value here
Team player: collaborates well and values shared success
Service mindset & great attitude: you genuinely want to help small business owners
Problem-solver: you look for ways to add value (automation, apps, process improvements)
Benefits
100% paid health, dental, and vision insurance for all employees
3% 401(k) match
$100/month stipend for home internet and cell phone usage
Access to the best cloud accounting and practice management software on the market
Company
Pivotal Solutions
Pivotal Solutions serves CIOs, CTOs, HR Directors and CFOs in a broad cross section of industries.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase