Tax Processing Administrator

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.