Pivot CPAs
Now Hiring: Senior Tax Controversy Specialist
Reports To: Tax Partners / Managing Partner
Required Credentials
Bachelor’s Degree
EA (Enrolled Agent) or Active CPA License
Minimum 5+ years of direct experience in IRS representation and tax controversy work
Key Responsibilities
Advocating for and representing clients before the IRS in audits, appeals, collections, and other tax controversy matters.
Prepare and respond to IRS notices, correspondence, and requests for information.
Develop and execute strategies for resolving tax disputes, including Offers in Compromise, Installment Agreements, and Penalty Abatements.
Conduct thorough reviews of client tax filings and financial records to support defense strategies.
Collaborate with internal tax teams during busy season for preparation and review of complex returns.
Maintain detailed documentation of case progress, communications, and outcomes.
Stay current on federal tax laws, IRS procedures, and regulatory changes.
Serve as a subject matter expert for internal staff and clients on tax controversy issues.
Skills & Knowledge
Deep understanding of IRS procedures, audit processes, and appeals.
Strong knowledge of individual, corporate, and partnership taxation.
Experience with tax resolution tools and portals (e.g., IRS e-Services, CAF, Practitioner Priority Service).
Excellent written and verbal communication skills, especially in drafting IRS correspondence.
Ability to manage multiple cases and deadlines simultaneously.
High level of discretion and professionalism when handling sensitive client matters.
Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office Suite.
Understanding how to effectively leverage the Taxpayer Advocate Service to support clients.
Preferred Qualifications
Prior experience working in a public accounting firm or tax law firm.
Familiarity with federal and state-level tax controversy matters (especially Florida Department of Revenue).
Experience mentoring junior staff and interacting with a larger team.
Master’s degree in Accounting preferred.
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:
Medical, dental, and vision insurance benefits
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.
#J-18808-Ljbffr
Required Credentials
Bachelor’s Degree
EA (Enrolled Agent) or Active CPA License
Minimum 5+ years of direct experience in IRS representation and tax controversy work
Key Responsibilities
Advocating for and representing clients before the IRS in audits, appeals, collections, and other tax controversy matters.
Prepare and respond to IRS notices, correspondence, and requests for information.
Develop and execute strategies for resolving tax disputes, including Offers in Compromise, Installment Agreements, and Penalty Abatements.
Conduct thorough reviews of client tax filings and financial records to support defense strategies.
Collaborate with internal tax teams during busy season for preparation and review of complex returns.
Maintain detailed documentation of case progress, communications, and outcomes.
Stay current on federal tax laws, IRS procedures, and regulatory changes.
Serve as a subject matter expert for internal staff and clients on tax controversy issues.
Skills & Knowledge
Deep understanding of IRS procedures, audit processes, and appeals.
Strong knowledge of individual, corporate, and partnership taxation.
Experience with tax resolution tools and portals (e.g., IRS e-Services, CAF, Practitioner Priority Service).
Excellent written and verbal communication skills, especially in drafting IRS correspondence.
Ability to manage multiple cases and deadlines simultaneously.
High level of discretion and professionalism when handling sensitive client matters.
Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office Suite.
Understanding how to effectively leverage the Taxpayer Advocate Service to support clients.
Preferred Qualifications
Prior experience working in a public accounting firm or tax law firm.
Familiarity with federal and state-level tax controversy matters (especially Florida Department of Revenue).
Experience mentoring junior staff and interacting with a larger team.
Master’s degree in Accounting preferred.
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:
Medical, dental, and vision insurance benefits
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.
#J-18808-Ljbffr