Tax Strategy Consultant @ Pivot Business Group | Jobright.ai
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Tax Strategy Consultant jobs in United States
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Pivot Business Group ยท 6 hours ago

Tax Strategy Consultant

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AccountingConsulting
Hiring Manager
Alexis Sidney, EA, MBA, MAFM, REALTOR
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Responsibilities

Develop and maintain tailored tax strategies for assigned clients.
Communicate effectively with clients to understand their needs.
Prepare advanced tax returns for personal and business clients.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CPAEnrolled AgentTax Strategy CertificationAdvanced tax preparationBookkeeping

Required

Client-facing, with excellent communication skills.
Experienced in advanced tax preparation for personal and business returns.
Ready to develop and maintain tailored tax strategies for assigned clients.

Preferred

A preferred CPA, Enrolled Agent (EA), or holder of a Tax Strategy Certification.
Skilled in bookkeeping (a plus but not required).

Benefits

Contractor Pay
Flexible Hours
Priority on Work-Life Balance

Company

Pivot Business Group

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Pivot Business Group offers financial services including fractional CFO, tax strategy, and bookkeeping.

Funding

Current Stage
Early Stage

Leadership Team

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Pam Jordan
Founder / CEO
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Company data provided by crunchbase
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Orion

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