Pivot Tax Strategy is seeking an experienced Tax Strategist to support our growing client base through high-quality tax strategy execution and client fulfillment.
This role is focused on delivering exceptional client outcomes—including tax return preparation and reviews, implementation of tax strategies, and clear, proactive client communication. You will serve as a key technical expert, ensuring clients receive accurate, compliant, and strategic tax support.
This position is ideal for an experienced EA or CPA who enjoys hands-on client work and meaningful impact—without people management responsibilities or a 30+ hour work week.
Must Haves
- Strong knowledge of tax for both filing and strategy purposes
- EA or CPA credentials (required)
- Minimum 5 years of business tax experience
- Experience with S Corps, partnerships, and high-income individuals
What You’ll DoClient Fulfillment & Tax Strategy Execution
- Review tax returns for accuracy and strategic alignment (1040, 1120, 1120S, 1065)
- Apply tax strategy recommendations and ensure proper implementation
- Perform quarterly estimated tax calculations for business owners
- Ensure tax filings are complete, accurate, and compliant with current tax law
- Support e-file readiness and filing accuracy
Tax Review & Technical Expertise
- Identify tax-saving opportunities and risks during return review
- Ensure tax positions align with strategy and regulatory requirements
- Stay current on tax law changes and apply them appropriately to client situations
Client Communication
- Communicate with clients via email to answer questions and provide clarity on tax matters
- Support follow-up related to tax strategy implementation and filings
- Collaborate with internal team members to ensure client updates and changes are reflected accurately
IRS & Issue Resolution
- Handle IRS notices and resolution as needed (EA or CPA required)
- Support clients through tax-related issues with professionalism and clarity
Requirements
- EA or CPA required
- Minimum 5 years of tax preparation and review experience
- Strong working knowledge of IRS procedures, tax planning, and compliance
- Experience with S Corps, partnerships, and complex individual returns
- Strong working knowledge of QBO
- Available during standard business hours (9am–5pm EST) for client communication and collaboration
- Ability to attend standing team meetings
Bonus Skills
- Familiarity with ProConnect, TaxDome, ClickUp
- Strong organizational and follow-up skills
- Ability to manage multiple client deliverables efficiently
Schedule
- 20-30 hours per week, depending on workload and availability
Location
- Remote (U.S.-based, EST time zone required)
Compensation & Benefits
- Hourly
- Flexible schedule
- Work from home