What are the responsibilities and job description for the Tax Operations and Client Support Associate position at Pivot CPAs?
Tax Operations & Client Support Associate
Pivot CPAs – Ponte Vedra Beach, FL
Full-Time | On-Site
Are you an organized, client-focused professional with a passion for supporting tax operations? Pivot CPAs is seeking a Tax Operations and Client Support Associate to join our growing team. This role is perfect for someone who understands the tax return process and thrives in a collaborative, service-oriented environment.
What You’ll Do
- Be the Client’s Guide: Serve as the primary contact for clients and partners, assisting with portal navigation, document uploads, and answering questions with clarity and professionalism.
- Deliver Exceptional Service: Help clients sign forms, make payments, and access deliverables, ensuring every interaction is smooth and positive.
- Keep Things Moving: Track outstanding projects, e-file returns and extensions, follow up on rejections, and assemble final documents for delivery to client.
- Communicate with Impact: Draft clear, professional correspondence and provide timely responses to client requests and inquiries.
- Support the Team: Attend tax staff meetings, assist with workflow software, and provide backup executive support to partners as needed.
- Champion Tax Organization: Create and organize client folders, support onboarding, and help prepare tax organizers and support software clean up at year-end.
What You Bring
- Bachelor’s degree
- 3–5 years of experience in an accounting firm (tax experience a plus)
- Proficiency with Microsoft 365 (Word, Excel, Outlook)
- Familiarity with SafeSend, CCH Workstream, ShareFile, and CCH Axcess
- Strong understanding of public accounting tax processes and forms
- Exceptional written and verbal communication skills
- A passion for client service, organization, and teamwork
- Tech-savvy and quick to learn new systems
- Reliable, proactive, and eager to contribute across departments
- Attention to detail
Why Pivot CPAs?
At Pivot CPAs, we believe in empowering our people. You’ll find a supportive culture where your ideas are valued, your growth is encouraged, and your contributions are celebrated. As a proud member of the BDO Alliance USA, we offer the personalized service of a local firm with the resources of a global network.
Benefits
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) retirement plan
- 15 days PTO 12 paid holidays (including a full week off for July 4th)
- Collaborative, inclusive, and fun work environment