Pivot CPAs is looking for recent college graduates and experienced professionals who want to be part of our exceptional team. We understand we’re not your only option, and that’s why our top priority is making our firm a place where you want to build your career!
Job Description
Accountant needed for CPA practice in Ponte Vedra Beach. Public accounting experience a MUST. Minimum of 2 years experience as an accountant/bookkeeper, strong knowledge of Quickbooks
NOT REMOTE. Must be comfortable with commute.
Job responsibilities include:
- Prepare payroll and sales tax returns
- Prepare 1099s
- Prepare bank and credit card reconciliations
- Enter and classify client data
- Handle routine client questions
- Work with multiple staff members to complete projects
- Prepare journal entries for month and year-end close
- Utilize QuickBooks with ability to train clients
To be considered for this opportunity, please have:
- 2+ years of full charge bookkeeping experience in public accounting (must be able to receive raw data and be able to prepare year-end closeout)
- Ability to manage multiple priorities and deadlines
- Comfortable working on multiple open projects and clients at one time
- Willingness and ability to work extra hours, if necessary
- Knowledge of MS Word, Excel, Outlook, Internet and Windows operating systems
- Proficient with QuickBooks (Desktop and Online)
- Energized professional
- Client first mentality
- Excellent communication skills to work with clients and coworkers
- Ability to accept constructive criticism and immediately apply
- Positive, team-oriented mindset
Job Description
An Audit Manager is the liaison between the partner, the client, and audit personnel. He or she is generally responsible for all phases of an engagement.
One of the most important responsibilities of the manager is developing a responsible and trained staff. He or she should assist in recruiting and staff development. By using talents in staff management and by projecting and planning the timing of the workload, the manager is expected to promote the most efficient operation of the firm.
Job Responsibilities
- Supervise and delegate tasks to Audit Associates and Senior Associates
- Assist engagements with planning, fieldwork, and wrap-up stages of client audits
- Direct and review results or audits
- Ensure engagement profitability.
- Advise clients on various economic and regulatory risks within the industry.
- Draft complex financial statements
- Resolve complex accounting issues.
- Apply GAAP and GAAS consistently within complex situations. Write technical consultation memos on GAAP and GAAS issues.
- Document, validate, test, and assess various financial reporting control systems.
Job Qualifications
- Bachelor’s degree in accounting or related field
- 5+ years of experience in public accounting
- CPA certification
Experience must include the following:
- Applying GAAS, GAAP, PCAOB, and SEC regulations or international equivalent; Resolving complex accounting issues
- Auditing public and private companies
- Reviewing financial statements with disclosures
- Reviewing engagement profitability, including billings and collections
Job Description
As an audit staff you will have the opportunity to gain an understanding of the audit process and different businesses by working on various stages of the audit, which may include fieldwork in the areas of compliance testing, cash, accounts receivable, inventories, fixed assets, accounts payable and accruals. Typical responsibilities may include:
- Assisting in performing audits and review engagements
- Assisting in the preparation of financial statements and applying areas of GAAP
- Providing input and suggestions to management to improve client internal controls and accounting procedures
- Maintaining relationships with and speaking to key client personnel to obtain an understanding of business operations, processes and functions
- Communicating with the clients’ customers, creditors, banks and related parties concerning audit issues
- Documenting work completed by preparing workpapers
Qualifications:
- Bachelor’s degree in accounting
- One to three years audit experience a plus; public accounting experience preferred
- Well-rounded knowledge of accounting principles; knowledge of Generally Accepted Auditing Standards (GAAS) and Generally Accepted Accounting Principles (GAAP) a plus
- Proficiency in the use of computers and computer accounting software programs
- Good oral and written communication skills
- Either holds a current and valid certified public accountant’s license or is working toward obtaining the license by taking and passing the applicable state CPA exam
- Good time management and organizational skills
- Some travel may be required
- Team player
- Ability to meet deadlines
About Pivot CPAs
At Pivot CPAs, we think differently about the public accounting profession. It’s not about just working with numbers; it’s about building relationships with our clients in order to Impact Lives Beyond Accounting.
Our strong commitment to client service has recently earned Pivot CPAs a Net Promoter Score (NPS) of 90 – well above the current accounting industry average of 82.
Additionally, Pivot CPAs is a member of BDO Alliance USA, which allows us to supplement our service for our clients and provides a learning network for our employees.
Job Description
As an Audit Senior, you’ll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to:
- Assist with supervision and review of audit staff for commercial audit and assurance engagements, while reporting to Manager and above.
- Actively involved in business development activities to help identify and research opportunities on new/existing clients.
- Develop and deepen an understanding of more complex auditing and accounting concepts and apply that knowledge to our client base.
- Actively engage with key client management to collect information, resolve audit-related problems, and make recommendations for business and process improvements.
- Assist with financial statement preparation and/or review.
- Perform general audit procedures and substantive work over more complex areas.
- Establish and grow relationships within the business community.
- Coach, train, and develop audit staff.
Qualifications:
- 2+ years of public accounting experience
- Bachelor’s degree in accounting. Masters preferred.
- Currently hold a valid CPA license or working towards obtaining a CPA license
Preferred Knowledge/Skills:
Working knowledge and exposure to the common business and accounting issues facing companies today. Technical knowledge of Generally Accepted Accounting Principles in the United States (U.S. GAAP).
Technical Capabilities:
- Staying current and applying applicable technical accounting and financial reporting standards, supporting resolution of technical issues through effective analysis of accounting standards/issues;
- Understanding and applying effectively auditing standards, firm audit methodology and guidance in work, proactively seeking to apply new guidance and tools in performing audit work;
- Setting leading examples with professional skepticism, independence, and objectivity, e.g. considering where client incentives or pressures exist and supporting the team in navigating auditor judgments;
- Identifying and elevating issues early, proposing solutions and communicating them effectively to team members and the client; and,
- Enhancing the quality of work by actively supervising and coaching others taking responsibility for the quality of work and performing a critical self-review, seeking proactively the advice of supervisors, and responding to feedback in a timely manner.
Leadership Attributes:
- Adjusting to shifting priorities and challenges and ability to juggle new and multiple tasks;
- Delegating effectively tasks and providing direction and support to more junior team members;
- Developing others by creating and supporting appropriate work assignments; and,
- Providing coaching and feedback candidly and constructively and receive feedback openly.
Relationship Building:
- Communicating confidently and effectively using a variety of communication styles across different contexts;
- Preparing for team and client interactions by anticipating others’ needs and tailoring content appropriately;
- Playing an active role in discussions, proactively ask questions and share an informed point of view.
Job Description
The audit internship is an opportunity that allows students to assist with and perform the responsibilities of Audit Staff, such as work paper preparation and drafting audit documents. The Audit Intern will work closely with Audit Staff to gain an understanding of the preparation needed for planning and performing audits.
Duties may include:
- Auditing select areas of a financial statements and note disclosures
- Work with clients’ documents; communicate with the clients
- Work business and accounting software
- Apply FASB and GASB accounting and reporting standards and the AICPA and GAO auditing standards
- Participation in fieldwork
- Attending staff meetings and training sessions
Qualifications:
- Currently enrolled college student with a major in accounting.
About Pivot CPAs
At Pivot CPAs, we think differently about the public accounting profession. It’s not about just working with numbers; it’s about building relationships with our clients in order to Impact Lives Beyond Accounting.
Our strong commitment to client service has recently earned Pivot CPAs a Net Promoter Score (NPS) of 90 – well above the current accounting industry average of 82.
Additionally, Pivot CPAs is a member of BDO Alliance USA, which allows us to supplement our service for our clients and provides a learning network for our employees.
Why Pivot?
Our employees are just as important as the clients we serve. We work hard for our clients and although they are a top priority, we recognize that you have – and need – a life, too.
At Pivot CPAs, you’ll get:
- Full staff training from Day 1
- Tailored continuing professional development
- Performance dependent promotion opportunities
- Challenging yet rewarding career that respects individual needs and encourages growth
- Encouragement to spend time with your family and friends
- Community involvement
If you share our passion for people and want to Impact Lives Beyond Accounting, then we want you as part of our team.
Qualifications:
A successful candidate for the entry-level tax staff position will demonstrate the following qualifications:
- A bachelor’s degree or higher in accounting
- A great attitude, a drive to be successful, and a desire for excellence in client service
- Strong oral and written communication skills
- The ability to manage multiple projects simultaneously
- A strong desire for continued learning and professional advancement
- Excellent attention to detail, problem solving abilities, and organizational skills
Job Description:
Under direct oversight, the tax staff is responsible for preparing basic tax returns, providing basic accounting, tax, and/or consulting services to clients within established firm and accounting guidelines, and other duties as assigned by the supervisor(s). The ideal candidate is a professional who thrives within a team environment and has a high interest in professional development.
Responsibilities of the tax staff include:
Client Development
- Learn and understand services and products offered by the firm
- Begin to recognize client issues/concerns and share information with supervisor
- Maintain established network with fellow graduates and friends
Client Management
- Begin to understand clients’ business and organization
- Attend client meetings as requested
- Assist in identifying and handling technical issues and problems, as requested by firm leaders
- Make appropriate referrals to firm leaders of client-raised issue
- Follow firm’s communication policy with regard to client communications
Business Management
- Complete tasks assigned by supervisor
- Recognize materiality issues
- Begin to understand and meet/exceed chargeability, profitability, and/or realization goals
- Understand opportunity or how to utilize firm resources
- Demonstrate proper reliance on past years’ files
- Notify co-workers of non-charge time (e.g., availability to take chargeable work)
- Use all available methods for effective communications (e.g., one-on-one, voicemail, email, etc.) with team members
- Communicate work status to senior, manager, and/or partner
- Maintain accurate time records and descriptions of work performed for client billing
- Take project ownership, asking relevant questions of the supervisor
- Effectively follow supervisor instructions
Technical Expertise and Work Quality
- Begin to understand and utilize firm resources
- Follow instructions
- Basic written and oral communication and listening skills
- Perform supervised research
- Acquire an understanding of the public accounting business model
- Develop workpaper and documentation techniques
- Develop analytical and problem solving skills
- Develop organizational skills
- Demonstrate basic judgment skills
- Learn self-review skills
- Develop proficient use of firm software and applications
- Develop skills to prepare simple and moderate tax returns
- Prepare simple tax returns
Personal Participation and Professional Development
- Follow regulations and professional ethics of the AICPA and the state society
- Participate in firm-related activities
- Attend firm meetings as required
- Have basic knowledge of industry information sources
- Read materials to improve technical knowledge
- Seek training and professional development opportunities
- If unlicensed, sit for the CPA exam
- Adhere to firm’s dress code policy
Leading and Developing Others
- Maintain contacts with the university and classmates for recruiting
- Get involved in recruiting efforts, as requested by firm leaders, through your school, associations, and/or previous place(s) of employment
Administration
- Follow all firm policies and procedures
- Attend new employee orientation program
Benefits:
At Pivot CPAs, we hire good people and give them a good place to work. We have assembled a highly competitive compensation package to reward you for your efforts, commitment, and expertise, which includes:
- Competitive salary
- Paid overtime
- Comfortable atmosphere
- Paid time off (PTO)
- Paid holidays
- Medical and dental insurance
- Paid community service hours
- 401(k)
- Bonus plan for employee referrals
- Finder’s fee for new business
- Comp time
- Professional and civic memberships paid for by the firm
- Social activities
Qualifications:
A successful candidate for the entry-level tax staff position will demonstrate the following qualifications:
- A bachelor’s degree or higher in accounting
- One to two years experience of tax preparation
- CPA license or actively pursuing
- A great attitude, a drive to be successful, and a desire for excellence in client service
- Strong oral and written communication skills
- The ability to manage multiple projects simultaneously
- A strong desire for continued learning and professional advancement
- Excellent attention to detail, problem solving abilities, and organizational skills
Job Description:
Under direct oversight, the tax staff is responsible for preparing basic tax returns, providing basic accounting, tax, and/or consulting services to clients within established firm and accounting guidelines, and other duties as assigned by the supervisor(s). The ideal candidate is a professional who thrives within a team environment and has a high interest in professional development.
Responsibilities of the tax staff include:
Client Development
- Learn and understand services and products offered by the firm
- Begin to recognize client issues/concerns and share information with supervisor
- Maintain established network with fellow graduates and friends
Client Management
- Begin to understand clients’ business and organization
- Attend client meetings as requested
- Assist in identifying and handling technical issues and problems, as requested by firm leaders
- Make appropriate referrals to firm leaders of client-raised issue
- Follow firm’s communication policy with regard to client communications
Business Management
- Complete tasks assigned by supervisor
- Recognize materiality issues
- Begin to understand and meet/exceed chargeability, profitability, and/or realization goals
- Understand opportunity or how to utilize firm resources
- Demonstrate proper reliance on past years’ files
- Notify co-workers of non-charge time (e.g., availability to take chargeable work)
- Use all available methods for effective communications (e.g., one-on-one, voicemail, email, etc.) with team members
- Communicate work status to senior, manager, and/or partner
- Maintain accurate time records and descriptions of work performed for client billing
- Take project ownership, asking relevant questions of the supervisor
- Effectively follow supervisor instructions
Technical Expertise and Work Quality
- Begin to understand and utilize firm resources
- Follow instructions
- Basic written and oral communication and listening skills
- Perform supervised research
- Acquire an understanding of the public accounting business model
- Develop workpaper and documentation techniques
- Develop analytical and problem solving skills
- Develop organizational skills
- Demonstrate basic judgment skills
- Learn self-review skills
- Develop proficient use of firm software and applications
- Develop skills to prepare simple and moderate tax returns
- Prepare simple tax returns
Personal Participation and Professional Development
- Follow regulations and professional ethics of the AICPA and the state society
- Participate in firm-related activities
- Attend firm meetings as required
- Have basic knowledge of industry information sources
- Read materials to improve technical knowledge
- Seek training and professional development opportunities
- If unlicensed, sit for the CPA exam
- Adhere to firm’s dress code policy
Leading and Developing Others
- Maintain contacts with the university and classmates for recruiting
- Get involved in recruiting efforts, as requested by firm leaders, through your school, associations, and/or previous place(s) of employment
Administration
- Follow all firm policies and procedures
- Attend new employee orientation program
Benefits:
At Pivot CPAs, we hire good people and give them a good place to work. We have assembled a highly competitive compensation package to reward you for your efforts, commitment, and expertise, which includes:
- Competitive salary
- Paid overtime
- Comfortable atmosphere
- Paid time off (PTO)
- Paid holidays
- Medical and dental insurance
- Paid community service hours
- 401(k)
- Bonus plan for employee referrals
- Finder’s fee for new business
- Comp time
- Professional and civic memberships paid for by the firm
- Social activities
Qualifications:
A successful candidate for the new tax senior position will demonstrate the following qualifications:
- A bachelor’s degree or higher in accounting
- Three to four years of tax preparation experience, preferably recent
- CPA license or actively seeking
- A great attitude, a drive to be successful, and a desire for excellence in client service
- Strong oral and written communication skills
- The ability to manage multiple projects simultaneously
- A strong desire for continued learning and professional advancement
- Excellent attention to detail, problem solving abilities, and organizational skills
Job Description:
Under direct oversight, the new tax senior is responsible for participating in tax planning, performing tax research, preparing moderate and complex tax returns, and other duties as assigned. As a tax senior, you take on a challenging and rewarding position working in the Pivot CPAs business tax area. You will have direct exposure to clients and perform a variety of different services, including corporate tax compliance, tax consulting for complex tax structures, and more. The ideal candidate is a professional who thrives within a team environment and has a high interest in professional development.
Responsibilities of the tax senior include:
Client Development
- Learn and understand services and products offered by the firm
- Recognize client issues/concerns and share information with supervisor
- Develop awareness of firm marketing strategies
- Recognize prospective client relationships and share with firm leaders and/or seek ways to develop them
- Begin to recognize opportunities for introducing additional services to existing clients
- Maintain established network with fellow graduates and friends
Client Management
- Begin to understand clients’ business and organization
- Ask simple open and closed questions which assist in determining client needs
- Make appropriate referrals to firm leaders of client-raised issues
- Identify and handle technical issues and problems and communicate to firm leaders
- Attend client meetings as required or requested
- Begin to develop strong working relationships with appropriate client personnel
- Follow firm communications policy with regard to client communications
- Learn to handle basic correspondence
- Begin to gain understanding of the firm’s tax process flow charts
- Provide support for tax planning projects
Business Management
- Acquire understanding of firm mission
- Maintain confidences of client, firm, and employee issues
- Begin to understand the types of risk associated with each engagement
- Recognize scope and engagement materiality issues and communicate issue to manager and/or partner
- Maintain accurate time records and descriptions of work performed for client billing
- Demonstrate ability to predict non-charge time so that chargeable work may be assigned accordingly
- Complete tasks assigned by supervisor
- Effectively prioritize work
- Be decisive, but ask for assistance if needed
- Meet/exceed chargeability, profitability, and/or realization goals
Technical Expertise and Work Quality
- Understand and utilize firm resources
- Develop awareness of firm quality review process
- Perform research and reach logical, well-supported technical conclusions
- Develop proper standard and non-standard work paper documentation skills
- Practice solid accounting theory
- Develop knowledge of principles of individual and business taxation at federal, state, and local levels
- Develop a foundation in several specialty areas
- Prepare simple and moderate tax returns and develop skills to prepare complex tax returns
- Follow instructions
- Display strong written and oral communication and listening skills
- Demonstrate organizational and time/project management skills
- Demonstrate good judgment skills
- Demonstrate self-review skills
- Demonstrate analytical and problem solving skill
Personal Participation and Professional Development
- Follow regulations and professional ethics of the AICPA and the State society
- Participate in formal staff training
- Attend firm meetings as required
- Participate in firm-related activities
- Seek opportunities to take on greater responsibility
- Access industry information sources for basic data and trends
- Read materials to improve technical knowledge (e.g., technical journals, tax journals, professional publications, etc.)
- Seek training and professional development opportunities
- Display time management skills
- If unlicensed, sit for the CPA exam
Leading and Developing Others
- Maintain contacts with the university and classmates for recruiting
- Get involved in recruiting efforts, as requested by firm leaders, through your school, associations, and/or previous place(s) of employment
Administration
- Follow all firm policies and procedures
- Begin to develop understanding of firm goals and strategies
Benefits:
At Pivot CPAs, we hire good people and give them a good place to work. We have assembled a highly competitive compensation package to reward you for your efforts, commitment, and expertise, which includes:
- Competitive salary
- Paid overtime
- Comfortable atmosphere
- Paid time off (PTO)
- Paid holidays
- Medical and dental insurance
- Paid community service hours
- 401(k)
- Bonus plan for employee referrals
- Finder’s fee for new business
- Comp time
- Professional and civic memberships paid for by the firm
- Social activities
Qualifications:
A successful candidate for the experienced tax senior position will demonstrate the following qualifications:
- A bachelor’s degree or higher in accounting
- Four to five years of tax preparation experience, preferably recent
- A CPA license (or a CPA candidate)
- A great attitude, a drive to be successful, and a desire for excellence in client service
- Strong oral and written communication skills
- The ability to manage multiple projects simultaneously
- A strong desire for continued learning and professional advancement
- Excellent attention to detail, problem solving abilities, and organizational skills
Job Description:
Under direct oversight, the experienced tax senior is responsible for participating in tax planning, performing tax research, preparing moderate and complex tax returns, and other duties as assigned. As a tax senior, you take on a challenging and rewarding position working in the Pivot CPAs business tax area. You will have direct exposure to clients and perform a variety of different services, including corporate tax compliance, tax consulting for complex tax structures, and more. The ideal candidate is a professional who thrives within a team environment and has a high interest in professional development.
Responsibilities of the experienced tax senior include:
Client Development
- Maintain strong knowledge of firm products and services
- Begin participating in firm-wide marketing initiatives
- Become involved in firm marketing efforts (e.g., proposal writing, sales calls, researching the market) and niche marketing efforts
- Co-develop prospective client relationships
- Recognize opportunities for introducing additional service to existing clients
- Begin to establish a network of business contacts
- Develop (with input of manager or partner) and implement individual marketing plan
- Begin involvement in professional or community activities
Client Management
- Understand clients’ business and unique industry aspects
- Develop a line of questioning to help clients define their needs
- Assist in identifying client business issues and developing solutions
- Develop strong working relationships with appropriate client personnel
- Attend client meetings as required or requested
- Being to monitor and manage client calendars and other projects
- Handle correspondence, resolve problems, and write responses
- Understand the firm’s tax process flow chart
- Participate in tax planning projects
- Coordinate with clients to gather information and answer questions
- Take ownership for and serve as principal contact for select small engagements
Business Management
- Understand and communicate the types of risks associated with each engagement
- Understand cope and materiality of each engagement at all levels
- Maintain accurate time records and descriptions of work performed for client billing
- Monitor personal productivity
- Meet/exceed chargeability, profitability, and/or realization goals
- Begin to assume responsibility for WIP analysis
Technical Expertise and Work Quality
- Demonstrate proficient use of firm software and applications
- Demonstrate an understanding of firm quality review process by completing and reviewing quality control checklists
- Demonstrate understanding of engagement wrap up process
- Develop specific knowledge in one or more specific industries/niches
- Perform moderate research and reach logical, well-supported technical conclusions
- Identify, research, and resolve significant transactions and account balances
- Communicate the importance of and teach proper workpaper and return techniques to peers and subordinates
- Demonstrate an understanding of Primary and Secondary levels of taxation authority (code, regulations, case law)
- Develop and maintain a foundation in specialty areas
- Demonstrate a thorough understanding of the tax research process
- Recognize tax planning issues
- Demonstrate strong written and oral communication and listening skills
- Develop a sense of scope and exercise good judgement
- Demonstrate high-level analytical and problem solving skills
- Develop budgetary skills
- Demonstrate application of previous experiences
- Prepare moderate and complex tax returns and develop skills to review simple and moderate returns
Personal Participation and Professional Development
- Follow regulations and professional ethics if the AICPA and State society
- Develop long-term career goals and areas of interest
- Attend and participate in firm meetings
- Participate in community activities outside the firm
- Access industry information sources and analyze and interpolate data to make practical application of the data to everyday operations
- Establish and maintain a network of professional peers and mentors outside of the firm
- Read materials to improve technical knowledge (e.g., technical journals, tax journals, professional publications)
- Demonstrate loyalty to the firm
- If unlicensed, sit for the CPA exam
Leading and Developing Others
- Participate in marketing the firm through recruitment
- Participate in development and presentation of employee training programs
- Follow organizational guidelines and templates to review a subordinate on a specific engagement
- Begin to demonstrate the ability to supervise others
- Assist new staff in finding chargeable tasks
- Assist new staff in technical areas by showing them how to do specific tasks
- Participate in informal mentoring of new hires
- Act as a role model
Administration
- Follow and communicate all firm policies and procedures
- Understand of firm goals and strategies
- Participate in firm administrative responsibilities
Benefits:
At Pivot CPAs, we hire good people and give them a good place to work. We have assembled a highly competitive compensation package to reward you for your efforts, commitment, and expertise, which includes:
- Competitive salary
- Paid overtime
- Comfortable atmosphere
- Paid time off (PTO)
- Paid holidays
- Medical and dental insurance
- Paid community service hours
- 401(k)
- Bonus plan for employee referrals
- Finder’s fee for new business
- Comp time
- Professional and civic memberships paid for by the firm
- Social activities
Located in Ponte Vedra Beach, Florida, Pivot CPAs is seeking to hire a tax intern to join our team. Our firm provides an opportunity to work on a wide array of projects in various industries. In this role, you will establish a more personal and direct working relationship with management while developing knowledge and experience.
We’re looking for students who want to learn from the best team in the area. We challenge you to join us in Impacting Lives Beyond Accounting.
What to Expect from your Internship
- Hands-on experience on a variety of tax projects
- The opportunity to work with self-motivated, team-oriented professionals who will help guide you in your career development
- Real-world experience to help elevate your tax expertise and ability to understand the client’s needs
- Potential offer of employment at Pivot CPAs
Required Skills & Experience:
- Currently enrolled for a Bachelor of Science/Business Administration
- Strong verbal/ written communication skills
- Strong academic credentials – minimum 3.0 GPA
- Demonstrated problem solving
- Ability to work both independently and as part of a team
NOTE: Internship will be in office and NOT remote.