Tax Senior Associate

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 fortunate 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.

The Senior Tax Associate performs complex tax preparation, research, and planning. A self-starter who mentors by example, works with minimal direction, and learning how to plan with less directions. Strives to develop other team members by providing guidance and work direction. Takes on challenges and strives for personal and professional growth.

Essential functions

• Successfully prepares challenging and complex federal and state tax returns primarily for individuals, partnerships, trusts, and corporations.
• Prepare, review and organize tax information so it can be easily interpreted by a reviewer or client.
• Recognize, anticipate and resolve tax issues; make recommendations to management team.
• Seeks guidance and feedback from more senior employees as needed to limit rework by producing quality deliverables on the first attempt.
• Effective prioritization of work based on deadlines and commitments; meets those deadlines and commitments by meeting productivity and efficiency standards.
• Exceeds internal and client expectations by producing quality work, quick turnaround, and attentive services.
• Assists in the development of other team members by taking the time to teach and share information and skills that are critical to their current and future work; makes oneself available to answer questions and is responsive.
• Working with tax managers and directors on how to build, develop, and maintain positive client relationships by providing timely and unmatched client service while exceeding client expectations.
• Working with tax managers and directors on how to deliver comprehensive, long-term tax strategies and consulting services.
• Working with tax managers on how to accurately scope a new project and construct a fee estimate/budget.
• Beginning to participate in the proposal process for potential new clients including the development of strategic tax planning.
• Facilitates cross-communication between staff members who serve the same client.
• 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.
• 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

None

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.

Preferred education and experience

• A current CPA license or CPA eligible working towards obtaining license.
• Three (3) years tax experience at a CPA firm.
• Experience using Thompson Reuters Suite.
• Intermediate to Advance knowledge working with spreadsheets including creating formulas, lookups, and analyze
• Desire to grow professionally within the firm.

Benefits Package Includes

• Medical Insurance
• Dental, Vision, and other voluntary options
• Paid Life Insurance
• Matching 401 (k)
• Paid Time Off
• 10 Paid Holidays
• Discounts through Work Advantage
• Flexible Work Schedule
• Love where you work