Senior Tax Associate preparing complex tax returns and mentoring team members at Byrne Zizzi, CPA. Engaging in tax planning and developing client relationships in a supportive work environment.
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.
Requirements
Bachelor’s degree in Accounting, Finance or related field
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
Generalist Tax Advisor for CMA CGM handling maritime tax issues in IEMEA region. Collaborating with local teams and coordinating global tax matters in a newly created position.
Manage senior client relationships in tax consulting for diverse partnerships at Grant Thornton. Lead projects and provide innovative tax planning and compliance expertise.
Tax Associate handling day - to - day operations for the State Tax team including mail sorting, mailbox monitoring, and tax filings. Assisting with projects and reports, requiring strong time management skills.
AVP responsible for tax accounting and reporting for AT&T with expertise in ASC 740. Managing team development and ensuring compliance with federal and state tax regulations.
Sr. Tax Attorney managing tax planning for acquisitions and dispositions at NextEra Energy. Collaborating with multiple business units to assess tax implications and optimize tax strategies.
Tax Director overseeing tax strategy and compliance for multi - unit restaurant organization. Collaborating with internal and external stakeholders to ensure tax obligations are met and optimized.
Tax and Estate Planner at Manulife supporting advisors and clients with tax and estate planning in Quebec. Collaborating within a dynamic team to deliver financial solutions.
Junior position supporting AIF Investor Tax Reporting processes at Deloitte Luxembourg. Responsibilities include maintaining reporting systems and assisting client onboarding.
Senior Tax Advisor focusing on VAT at Rantalainen, a leading Finnish consulting firm. Responsible for various indirect tax - related client assignments and consultations in a hybrid role.