Tax Associate

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.  

The Tax Associate is a self-starter who seeks out guidance when needed while taking on challenges and strives for personal and professional growth.  The daily job functions includes tax preparation, research, and planning.

Essential functions

• Prepares federal and state tax returns.


• Review and organize tax information supplied by client.


• Prepare, review and organize tax information so it can be easily interpreted by a reviewer or client.


• 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.


• Effectively navigate the 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 articulate tax questions and issues to others.


• Attention to detail and dedication to producing quality work and avoiding negligent errors.


• 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 demonstrates integrity, accountability, and confidentiality.


• Ability to problem solve and develop solutions.


• Works effectively with others and enhances team-orientated environment.


• Proficient with MS Office Suite and ability to embrace and learn new technology with ease.

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.

Required education and experience

• A Bachelor’s degree in Accounting, Finance or related field.

Preferred education and experience

• A current CPA license or CPA eligible working towards obtaining license.


• Experience with Thompson Reuters Suite.


• Intermediate to advanced knowledge working with spreadsheets including creating formulas, lookups, and the ability to analyze data is preferred.


• Desire to grow professionally within the firm.

Benefits

• Medical Insurance


• Paid Life Insurance


• Matching 401 (k)


• Paid Time Off


• 10 Paid Holidays


• Discounts through Work Advantage


• Flexible Work Schedule


• Love where you work