Pivot CPAs is seeking recent graduates and experienced professionals who are ready to grow their careers with a firm that values its people. Our top priority is creating a workplace where you can thrive, make a meaningful impact, and feel proud to be part of the team!
At Pivot CPAs, we Impact Lives Beyond Accounting and our administrative team is growing to help us fully impact the lives of our employees. We are looking for a motivated, people person to support our HR department, and recruiting team, and to serve as a liaison for our employee engagement team and outside marketing team.
This person will be our People Person. Talent & culture will be the number one priority. Onboarding, recruiting, and all the fun stuff in the office will run through our Talent & Culture Coordinator!
- Essential Functions:
- Partnering with members of the firm to determine staffing needs
- Proactively recruiting for specialized positions
- Maintaining a presence on college campuses
- Developing relationships with key college contacts for hiring purposes
- Recommending and coordinating employee engagement programs and events
- Conducting internal assessments of employee satisfaction
- Acting as a liaison between marketing team and recruiting team
Qualifications:
- Bachelor’s degree. Preferred majors include: business, HR, marketing or communications
- Recruiting or Human Resources experience from an internship or previous work required.
- Candidates with 3-5 years of experience are strongly preferred
- Proficiency with Microsoft Office applications (including PowerPoint, Excel, Word, and Outlook) required
- Familiarity with accounting profession preferred
Skills:
- Attention to detail with exceptional analytical and process management skills
- Very strong abilities to stay organized and multi-task
- A demonstrated passion for recruiting and employee relations
- Interview and phone screen experience
- Self-starter, motivated and results-oriented
- Interact as a team player
- Focus on results and ability to drive the recruiting and retention processes while providing responsive follow-up to current employees, candidates, and hiring teams
Location: Ponte Vedra Beach, FL
Employment Type: Full-Time | On-Site
Are you a tax professional ready to lead, advise, and grow with one of the region’s most respected firms?
At Pivot CPAs, we’re not just preparing returns—we’re helping our clients Beyond Accounting. We build lasting relationships, solve complex problems, and guide businesses through their most important financial decisions. We’re looking for a Tax Senior who’s ready to step into a leadership role, mentor others, and make a real impact.
This role offers a clear path for advancement to Manager and Partner, with the support and resources to help you get there.
Key Responsibilities
- Prepare and review complex individual, corporate, and partnership tax returns
- Provide proactive tax planning and strategic consulting to clients across diverse industries
- Build and maintain strong client relationships as a trusted advisor
- Collaborate with partners and managers on high-impact engagements
- Mentor junior staff and contribute to a culture of excellence
- Support business development through networking and proposal writing
- Stay current on tax law changes and contribute to firm-wide knowledge sharing
Qualifications
- Bachelor’s degree in Accounting
- CPA preferred (or active CPA candidate)
- 2–5 years of recent public accounting experience
- Strong technical knowledge and communication skills
- Ability to manage multiple priorities and deadlines
- A collaborative, client-first mindset
Why Pivot CPAs?
We believe in hiring great people and giving them the tools, trust, and support to thrive. At Pivot, your voice is heard, your growth is supported, and your contributions are recognized.
As a proud BDO Alliance USA member firm, we offer the personalized service of a local firm with the resources and reach of a global network.
We offer:
- Competitive compensation with performance-based bonuses
- Medical, dental, and vision insurance
- 401(k) with firm contribution
- 15 days of PTO + 12 paid holidays which includes the Week of July 4th off
- Up to $4,000 toward CPA exam prep and exam fees, plus coaching support
- Paid professional memberships to BDO Alliance and continuing education
- Business development and referral incentives
- A collaborative, inclusive, and fun culture
- Defined growth path to Manager and Partner
Ready to Pivot Your Career?
If you’re looking for a firm where your expertise is valued and your career can flourish, we’d love to hear from you.
APPLY NOW or message us directly to start the conversation.
Now Hiring: Senior Family Office Associate
Pivot CPAs – Family Office Services
Location: Ponte Vedra Beach, FL
Employment Type: Full-Time | On-Site
Do you have hands-on experience supporting high-net-worth clients through a CPA firm or family office? At Pivot CPAs, we go Beyond Accounting—and that includes delivering white-glove service to our Family Office clients. We’re looking for an Experienced Family Office Associate to join our growing team and help manage the complex financial lives of successful individuals and families.
This is a high-touch, relationship-driven role that blends accounting, financial coordination, and strategic support. You’ll work closely with our Family Office Administrator, as well as directly with clients, attorneys, and investment advisors.
Key Responsibilities
- Manage day-to-day financial operations for high-net-worth clients, including bill pay, cash flow tracking, and account reconciliations
- Prepare and review financial reports, net worth statements, and investment summaries
- Coordinate with external advisors (CPAs, attorneys, investment managers) on tax planning, estate planning, and compliance matters
- Support the preparation and review of individual, trust, and entity tax documents (in collaboration with the tax team)
- Maintain accurate records of client activity, including charitable contributions, capital calls, and distributions
- Assist with onboarding new family office clients and maintaining client portals and documentation
- Identify opportunities to streamline processes and enhance client service
- Maintain strict confidentiality and discretion in all client matters
Qualifications
- Bachelor’s degree in accounting or related field
- 3-5 years of experience working in a CPA firm or family office is required
- Tax background preferred
- CPA license a plus
- Strong understanding of financial statements, investment reporting, and estate/trust structures
- Excellent communication and relationship management skills
- High level of discretion, integrity, and attention to detail
- Proficiency in Microsoft Excel and accounting software (QuickBooks, bill pay platforms, etc.)
Why Pivot CPAs?
We go Beyond Accounting by building strong relationships and delivering exceptional service. As a proud BDO Alliance USA member firm, we offer the personalized service of a local firm with the resources of a global network.
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k)
- 15 days PTO + 12 paid holidays (including the Week of July 4th off)
- Budget for paid professional development
- A collaborative, inclusive, and client-focused culture
Ready to Pivot Your Career? If you have CPA firm or family office experience and want to make a meaningful impact, we’d love to hear from you. Apply today or message us directly to start the conversation.
Now Hiring: Tax Resolution Specialist
Location: Ponte Vedra Beach, FL (On-site)
Reports To: Tax Partners / Managing Partner
Required Credentials
– Bachelor’s Degree
– EA (Enrolled Agent) or Active CPA License
– Minimum 5+ years of direct experience in IRS representation and tax controversy work
Key Responsibilities
- Advocating for and representing clients before the IRS in audits, appeals, collections, and other tax controversy matters.
- Prepare and respond to IRS notices, correspondence, and requests for information
- Develop and execute strategies for resolving tax disputes, including Offers in Compromise, Installment Agreements, and Penalty Abatements
- Conduct thorough reviews of client tax filings and financial records to support defense strategies
- Collaborate with internal tax teams during busy season for preparation and review of complex returns
- Maintain detailed documentation of case progress, communications, and outcomes
- Stay current on federal tax laws, IRS procedures, and regulatory changes
- Serve as a subject matter expert for internal staff and clients on tax controversy issues
Skills & Knowledge
- Deep understanding of IRS procedures, audit processes, and appeals
- Strong knowledge of individual, corporate, and partnership taxation
- Experience with tax resolution tools and portals (e.g., IRS e-Services, CAF, Practitioner Priority Service)
- Excellent written and verbal communication skills, especially in drafting IRS correspondence
- Ability to manage multiple cases and deadlines simultaneously
- High level of discretion and professionalism when handling sensitive client matters
- Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office Suite
- Understanding how to effectively leverage the Taxpayer Advocate Service to support clients.
Preferred Qualifications
- Prior experience working in a public accounting firm or tax law firm
- Familiarity with federal and state-level tax controversy matters (especially Florida Department of Revenue)
- Experience mentoring junior staff and interacting with a larger team.
- Master’s degree in Accounting preferred.
Why Pivot CPAs?
We believe in hiring great people and giving them the tools, trust, and support to thrive. At Pivot, your voice is heard, your growth is supported, and your contributions are recognized.
As a proud BDO Alliance USA member firm, we offer the personalized service of a local firm with the resources and reach of a global network.
We Offer:
- Competitive compensation
- Medical, dental, and vision insurance benefits
- 401(k)
- 15 days of PTO + 12 paid holidays, including the Week of July 4th off
- A collaborative, inclusive, and fun culture
Ready to Pivot Your Career? If you’re looking for a firm where your skills are valued and your career can grow, we’d love to hear from you. Apply today or message us directly to start the conversation.
