Tax Senior Manager

Job Description

Job Description

Salary:

If you are looking for a leading innovative firm, that provides a culture and work environment that you are encouraged and supported to develop and grow in your career. An environment that has been described by team members as ethical, friendly, fast paced, and a fun environment that feels like family. A firm whose leaders' doors are always open for all team members, leaders that understand the importance of family, and leaders that support a true work life balance. Then look no further than Byrne Zizzi, CPA.

Byrne Zizzi, CPA, PLLC is a growing firm because we are a relationship focused, innovative firm with a focus on educating clients and team members to plan for the future and have been blessed to have built relationships with our current clients and partners that have referred us to new clients! We have offices located in Tupelo, Oxford, Houston, and Aberdeen.

We are looking for a Senior Tax Manager to join our growing firm that will be responsiblefor managing an increased volume of clients and projects tax plans, reports and compliance. Preparation and review of all tax filings and reporting in compliance with all regulations required. Evaluates tax implications of company activities and develop strategies to minimize tax obligations. Advises management on future changes to tax regulations and possible implications for the organization. Directly responsible for managing, training, and development of multiple direct reports which may include Associates, Senior Associates, and Manager.

Essential functions

• Oversight of challenging and complex federal and state tax returns and final review of tax projects for individuals, partnerships, trusts, and corporations.
• Managing an increased number of clients and projects to be completed.
• Proven experience in effectively hiring and supervising professional staff.
• Working with direct reports on setting clear deadlines and priorities.
• Recognizing, coaching, and development and growth of direct reports.
• Building and implementing new ideas and recommendations for continued improvement of processes for the betterment of our team members, clients, and Firm.
• Deliver comprehensive, long-term tax strategies and consulting services.
• Participate in the proposal process for potential new clients including the development of strategic tax planning.
• Accurately scope a new project and construct a fee estimate/budget.
• Effective prioritization of work based on deadlines and commitments; meets those deadlines and commitments by meeting productivity and efficiency standards.
• Build, develop, and maintain positive client relationship by providing timely and unmatched client service while exceeding client expectations.
• Assists in development of others by taking the time to teach other information/skills that are critical to their current and future work; makes yourself available to answer questions and is responsive.
• Promote firm services to existing and prospective clients.
• Effectively navigate various software programs and tools used by the firm.
• Perform other duties as needed.

Competencies

• Professional with excellent oral and written communication skills, including the ability to explain complex tax issues to others.
• Attention to detail and dedication to producing quality work and avoiding negligent errors.
• Proven experience in training, mentoring and developing of team members skills.
• Demonstrates organizational and time management skills with proven ability to meet deadlines and commitments.
• Builds long term, trusted, and respected relationships with clients and team members by being a team player who has demonstrated integrity, accountability, and confidentiality.
• Ability to problem solve and develop solutions and adapt solutions to other similar circumstances.
• Ability to work effectively with others and enhance team-orientated environment.
• Proficient with MS Office Suite and ability to embrace and learn new technology with ease.

Supervisory responsibilities

• Supervises multiple team members.

Work environment

• The work environment is an air-conditioned office setting with lighting and minimal noise.

Physical requirements:

• Sedentary work.
• Requires the ability to operate standard office equipment and keyboards. Repetitive motion and substantial movements (motions) of the wrists, hands, and/or fingers.
• Required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading
• Speaking - Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers through the telephone or in person.
• Hearing - The ability to hear, understand, and distinguish speech and/or other sounds (alarms) in person or through telephone.
• Must have the ability to walk short distances and drive a vehicle to other office locations or to meet with clients.
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.

Travel required

• May travel as needed to other Byrne Zizzi locations or to meet with clients at their location.

Required education and experience

• Bachelors degree in Accounting, Finance or related field.
• A current CPA license.
• Seven (7) years tax experience at a CPA firm.
• Two (2) years experience leading others.

Preferred education and experience

• Experience with Thompson Reuters Suite.
• Intermediate to advanced experience with spreadsheets including creating formulas, using look up, and the ability to manage and analyze data.
• Desire to grow professionally by taking ownership of career and technical development while actively networks professionally while maintaining existing contacts and associates.