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: Accounts Receivable/Payable Coordinator
Pivot CPAs
Location: Ponte Vedra Beach, FL
Employment Type: Full-Time | On-Site
Are you detail-oriented, proactive, and ready to support the financial operations of a growing accounting firm? At Pivot CPAs, we go Beyond Accounting—and that includes building a strong operational foundation. We’re looking for an Accounts Receivable/Payable Coordinator to support our Controller in managing billing, payments, and administrative processes that keep our firm running smoothly.
This is a hands-on role with room to grow, ideal for someone who thrives in a fast-paced environment, enjoys working with both numbers and people, and wants to be part of a collaborative, high-performing team.
Key Responsibilities
- Prepare and send client invoices in coordination with service teams
- Monitor accounts receivable and follow up on aging invoices
- Assist in processing vendor bills and ensuring timely payments
- Assist with credit card reconciliations
- Input expenses to be billed back to clients
- Maintain accurate records of transactions and billing updates in PracticePro 365 and QuickBooks
- Liaise with clients regarding billing inquiries and escalate as needed
- Support the Controller with monthly financial reporting and ad hoc projects
- Order printed materials (envelopes, labels, business cards)
- Manage Iron Mountain shredding and storage coordination
- Maintain hardware inventory (laptops, monitors, etc.)
- Assist with onboarding logistics and hardware tracking (desk setup, phone set up, IT coordination, etc.)
- Assist the Tax Team as needed (Set up of new clients in Practice Pro 365, Check in Tax Organizers, Train as a backup for releasing electronic filings and mailing client documents).
Qualifications
- Bachelor’s degree in Accounting or Finance (Preferred)
- 3+ years of experience in AR/AP or general accounting
- Proficiency in QuickBooks and Microsoft 365 applications (Word, Excel, Outlook); experience with Practice 365 is a plus.
- Strong attention to detail and organizational skills
- Excellent communication and follow-up abilities
- A proactive, team-oriented mindset
- Reliable
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.
Now Hiring: Senior Family Office Associate
Pivot CPAs – Family Office Services
Location: Ponte Vedra Beach, FL
Employment Type: Full-Time | On-Site
Are you a trusted advisor with a passion for serving high-net-worth families? At Pivot CPAs, we go Beyond Accounting—and that includes delivering white-glove service to our Family Office clients. We’re looking for a Senior 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 and Controller, 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, Finance, or related field
- 5–7 years of experience in family office, private client services, or high-net-worth financial operations
- Tax background preferred (CPA or EA 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 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
- Budget for paid professional development and continuing education
- A collaborative, inclusive, and client-focused culture
Ready to Pivot Your Career? If you’re looking for a role where your expertise is valued and your work makes a difference in clients’ lives, we’d love to hear from you. Apply today or message us directly to start the conversation.
Now Hiring: Tax Processing Administrator
Pivot CPAs – Ponte Vedra Beach, FL
Employment Type: Full-Time | On-Site
Are you highly organized, detail-oriented, and excited to grow in a professional services environment? At Pivot CPAs, we go Beyond Accounting—delivering exceptional client service, build lasting relationships, solve complex problems, and guide our clients through their most important financial decisions.
We’re hiring a Tax Processing Administrator to support our Tax Team and Client Success Team. This hands-on role is ideal for someone who enjoys helping others, thrives in a fast-paced environment, and is ready to learn. You’ll play a key role from day one in onboarding clients, managing portal communications, and supporting the back end of tax process through our software, along with e-filing tax returns and assembling final documents for delivery.
Key Responsibilities
- Serve as a liaison between clients and partners, especially for portal-related questions and document uploads
- Assist clients with signing forms, making payments, and navigating portals to gather deliverables
- Respond to client requests for copies, banker communications, and general inquiries
- Draft professional client correspondence with exceptional attention to detail
- Track and manage signed approval forms, extensions, and paper returns
- Electronically file returns and extensions; follow up on rejections and corrections
- Assemble paper returns and forms for delivery
- Monitor projects to ensure timely filings
- Delivering final client copies with clear instructions, dates, and verbiage
- Attend weekly tax staff meetings during busy season
- Provide backup support as Executive Assistant to partners when needed
- Support Client Success Team with filing and deliverables
- Assist staff with tax processing questions and procedures
- Support the client portal: create folders and organize files for accountants
- Provide backup support for workflow software
- Support client onboarding
- Assist with organizer preparation at the beginning of the year
- Help roll forward tax returns and software setup at the end of the year
Qualifications
- Bachelor’s degree: backgrounds in Business, Communications, or related fields are a plus.
- 2–3+ years of experience in a professional office environment, preferably in client service, administrative support, or operations.
- Strong organizational skills and attention to detail
- Excellent written and verbal communication
- Comfortable working directly with clients and internal teams
- Reliable, accountable, and team-oriented
- Willingness to learn and grow in a collaborative environment
- Ability to quickly learn new software and systems; tech proficiency is a plus
- Experience in professional services, customer service, or administrative support is preferred but not required
- Familiarity with Microsoft 365 (Word, Excel, Outlook)
- Exposure to platforms like SafeSend, Workstream, ShareFile, or CCH Axcess is a plus—but not required (training provided)
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
- 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.