REQUIREMENTS

• EA or CPA required
• Minimum 5 years of tax preparation and review experience
• Comfortable with S Corps, partnerships, and high-income individuals
• Strong working knowledge of QBO
• Strong working knowledge of IRS procedure, tax planning, and strategy
• Available during standard business hours for client consults or team support
• Attend standing department meetings
• Available to support during company working hours (9am to 5pm EST)

BONUS SKILLS

• Familiarity with ProConnect, TaxDome, ClickUp
• Experience leading or mentoring junior staff
• Strong organizational and follow-up skills
  Schedule: 32+ hours/week depending on workload and availability

ABOUT THE ROLE

Pivot Tax Strategy is seeking a Lead Tax Strategist to step in as our technical tax expert and support our growing team. You’ll handle tax return reviews (Business & Personal tax returns), IRS calls, estimated tax calculations, and client-facing consultations. This role is perfect for an experienced EA or CPA who wants meaningful, high-impact work—without 40+ hour work week.

WHAT YOU’LL DO

• Review tax returns for accuracy and strategic completeness (1040, 1120, 1120S, 1065)
• Apply advanced tax logic and ensure compliance with tax law
• Handle IRS calls and issue resolution on behalf of clients (must be EA or CPA)
• Perform quarterly estimated tax calculations for business owners
• Conduct 1:1 tax consultations with clients as needed
• Oversee efile readiness and filing accuracy
• Mentor the other tax strategist to ensure client needs are met
• Ensure tax strategist implement the tax plan
• Communicate with other members of the team to ensure clients changes are shared
• Provide mentorship and support to tax prep team as needed
• Participate in implementing advanced tax strategies