Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners. Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis. 

We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients. Our approach is based on a few simple ideas: Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform. Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged.

It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses.

The Tax Director will be responsible for leading all aspects of Pivotal’s tax practice (people, process, tools). This role will require a thorough understanding of federal, state, and local tax laws and regulations, as well as the ability to provide strategic tax advice to clients. The Tax Director will work closely with the firm's partners, other members of the tax team and the financial operations team, as well as directly with clients, to ensure that tax services are provided efficiently and effectively.

Job Responsibilities

• Lead the tax practice at Pivotal, and oversee all tax compliance and planning services 
• Train, develop and mentor tax staff to ensure that they are providing high-quality tax services to clients.
• Stay up-to-date on changes to tax laws and regulations and communicate those changes to the firm's accounting team and clients as needed.
• Develop and maintain strong relationships with clients to understand their unique tax needs and provide exceptional service.
• Provide strategic tax advice to clients to help them minimize their tax liabilities and optimize their tax planning strategies.
• Manage and review tax returns, tax estimates, and tax consulting engagements.
• Work with the firm's accounting team to ensure that tax services are integrated with accounting and financial reporting services.
• Ensure that tax services are provided efficiently and effectively, and that all deadlines are met.
• Continuously improve processes and identify tools and technology that support Pivotal’s tax practice and clients’ needs.
• Develop and implement metrics to measure efficiency and effectiveness of Pivotal’s tax practice. 

• Bachelor's degree in accounting, finance, or a related field.
• CPA or advanced degree in taxation preferred.
• 10+ years of experience in tax compliance and planning, preferably in a regional or large local public accounting firm.
• Possess and maintain a thorough understanding of federal, state, and local tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to build and maintain strong relationships with clients.
• Experience leading a team and mentoring staff.
• Detail-oriented and highly organized.
• Ability to prioritize and manage multiple projects and deadlines.
• Prior experience with leading tax tools including CCH Axcess (or Prosystems), Thomson Reuters Financial Projector, CCH Intelliconnect and Corvee tax planning software (or similar) is preferred.
• Deep subject matter expertise in the areas of pass through entity and individual income tax; good working knowledge of C-corporations, estates, and trusts.

We offer competitive compensation packages, health benefits, and a collaborative work environment. If you're a self-starter with an interest in leading a tax practice we invite you to submit your resume by clicking on the “I’m interested” button.

Living in Auburn

"The Loveliest Village on the Plains" is Alabama's fastest-growing metropolitan area and the 19th-fastest-growing metro area in the United States since 1990. Fueled by its award-winning school system, outstanding food scene and fine arts, Auburn was listed among MONEY's 2019 top 100 places to live in America, coming in at No. 66. Also listed at No. 82 on the 2020 Top 100 Best Places to Live in America by Livability, “Auburn isn’t just one of the best college towns in the South, it’s also an amazing place to live.”

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.