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
Indirect Tax Consultant managing clients' VAT obligations and ensuring compliance with regulations in France. Calculating and filing VAT returns while advising on liabilities and payments.
Indirect Tax Summer Intern at BCM One providing assistance in tax compliance and research projects. Gain practical experience and mentorship in a collaborative environment while supporting tax operations.
Associate providing tax advocacy services at leading advisory firm Baker Tilly. Helping clients navigate civil controversy matters and IRS audits while developing professional skills.
Location Strategies Manager at Crowe advising clients on site selection and economic incentives. Supporting complex negotiations and collaboration with government stakeholders in the United States.
Senior Tax Analyst collaborating in the tax department to manage company tax liabilities. Performing various tax compliance and analysis tasks in a leading global appliance company.
Tax Manager overseeing VAT compliance and international taxation at Vestiaire Collective. Leading process innovation and collaborating with finance and legal teams in the second - hand marketplace industry.
Tax Manager at Baker Tilly's New York office providing advisory services to private wealth clients. Leading engagements and mentoring team members to enhance their professional skills.
Tax Specialist supporting the US Tax Team at a vacation rental company. Must be fluent in English and proficient with Excel, working in a hybrid environment in Chile.
Tax Technology Automation Specialist supporting Aprio's digital transformation in tax practice. Collaborating across teams to drive efficiency and deliver automation solutions.
(Senior) Tax Associate responsible for tax compliance at Vantoya, an innovative tax consultancy. Collaborating with clients to manage financial accounting and reporting tasks in a dynamic environment.