Project Management Specialist

Byrne | Zizzi • Tupelo, MS

92d

About The Position

The Project Management Specialist will play a pivotal role in driving operational excellence across the firm’s Tax, CAAS, and Strategic project initiatives. This role ensures that projects are executed efficiently, deadlines are met, and cross-functional teams are aligned. The ideal candidate will bring strong organizational skills, a proactive mindset, and a deep understanding of professional services workflows.

Requirements

• Strong understanding of project lifecycle, planning, execution, and closure.
• Familiarity with Agile, Waterfall, or hybrid methodologies.
• Skilled in project management tools (e.g., Asana, Monday.com, Microsoft Planner, Smartsheet).
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Excellent written and verbal communication skills.
• Ability to work cross-functionally with partners, managers, and support teams.
• Strong interpersonal skills and a client-service mindset.
• Ability to identify inefficiencies and recommend process improvements.
• Strong attention to detail and critical thinking.
• Ability to manage multiple projects simultaneously.
• Skilled in prioritizing tasks and meeting deadlines in a fast-paced environment.
• Comfortable navigating ambiguity and shifting priorities.
• Proactive in identifying opportunities for improvement and taking ownership.

Nice To Haves

• Familiarity with tax and CAAS workflows is highly desirable.
• Project Management experience in a professional services or accounting environment.
• Understanding of tax season cycles, CAAS processes, and client service models.

Responsibilities

• Manage timelines, deliverables, and resources for tax season workflows, CAAS onboarding, and strategic firm initiatives.
• Facilitate kickoff meetings, status updates, and post-project reviews.
• Track progress using project management tools and ensure accountability across teams.
• Identify bottlenecks and recommend process improvements for recurring tax and CAAS engagements.
• Collaborate with department leads to streamline client onboarding and service delivery.
• Serve as a liaison between partners, department heads, and support teams.
• Provide clear and timely updates on project status, risks, and milestones.
• Maintain project documentation, SOPs, and dashboards.
• Generate reports for leadership to support decision-making and resource planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree