Senior Associate

Byrne | Zizzi•Tupelo, MS

10d•Hybrid

About The Position

Byrne Zizzi, CPA, PLLC is a growing, relationship-focused, and innovative firm that educates clients and team members to plan for the future. We have offices located in Tupelo, Oxford, Houston, and Aberdeen. The Senior Tax Associate performs complex tax preparation, research, and planning. This role requires a self-starter who mentors by example, works with minimal direction, and strives to develop other team members by providing guidance and work direction. The ideal candidate takes on challenges and strives for personal and professional growth.

Requirements

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-oriented environment.
Proficient with MS Office Suite and ability to embrace and learn new technology with ease.
Bachelor’s degree in accounting, Finance or related field.
Three (3) years’ tax experience at a CPA firm.
Intermediate to Advance knowledge working with spreadsheets including creating formulas, lookups, and analyze.
Desire to grow professionally within the firm.

Nice To Haves

A current CPA license or CPA eligible working towards obtaining license.
Experience using Thompson Reuters Suite.

Responsibilities

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.