Client Accounting and Advisory Services Senior Associate

3 weeks ago

Oxford, United States Byrne | Zizzi Full time
Job DescriptionJob DescriptionSalary:

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.  


Summary/objective

The Senior Client Accounting and Advisory Services (CAAS) Associate prepares and reviews complex financial information.  Manages account records, process transactions, and analyze financial data for multiple clients. A self-starter who mentors by example, works with minimal direction, and is learning how to manage work with less direction.  Strives to develop other team members by providing guidance and work direction. Takes on challenges and strives for personal and professional growth.


Essential functions

  • Successfully performs and reviews challenging and complex client engagements.
  • Prepares and reviews client financial statements so it can be easily interpreted by a reviewer or client.
  • Complete all aspects of accounting engagements for clients, which may include write-up, payroll and sales/use tax.
  • 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.
  • Ability to recognize, anticipate and research accounting issues for clients and derive conclusions,  solutions and makes recommendations to management team.
  • Effectively creates and updates spreadsheets that may require creating formulas, use of lookup tool, and ability to manage and analyze spreadsheets.
  • Seeks and 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.
  • Meets agreed upon productivity and efficiency standards.
  • 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.
  • Facilitates cross-communication between staff members who serve the same client.


Required Skills and Abilities

  • Solid understanding of accounting principles and bookkeeping practices and procedures.
  • Basic understanding of SSARS.  
  • Professional with excellent oral and written communication skills, including the ability to explain accounting issues and concepts 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.


Supervisory responsibilities

 None


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 at their location.


Required education and experience

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


Preferred education and experience

  • A current CPA license or CPA eligible working towards obtaining license.
  • Three (3) years’ Financial Reporting or Tax experience at a CPA firm..
  • Preferred experience with Thompson Reuters Suite.
  • Experience with QuickBooks.
  • Intermediate to advanced experience with spreadsheets including creating formulas, using look up, and the ability to manage and analyze data.
  • 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

  • Client Accounting and Advisory Services Senior Associate

    1 week ago

    Oxford, United States Byrne | Zizzi Full time

    Job DescriptionJob DescriptionSalary: 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...

  • Caregiver Care for Our Seniors

    2 months ago

    Oxford, United States Always Best Care Senior Services - Chester County, PA Full time

    We understand that caregiving is not easy and that is why we want to make sure YOU get the shifts you need to have time for yourself, family and friends. - We have clients in Oxford, Nottingham, West Grove, and Kennett Square._ **But First.. To Apply, Let's First Make Sure You Qualify!** - You have at least one year of experience working with seniors in a...

  • Research Associate/Senior Research Associate

    2 weeks ago

    Oxford, United States Miami University Full time

    DetailsPosted: 04-Dec-23Location: Oxford, OhioType: Temporary/Per diemSalary: $55,000+/yearCategories:Academic/FacultyEmployment Type:Temporary/Per diemOrganization Type:Higher Education InstitutionRequired Education:Master'sAdditional Information:Telecommuting is allowed.Internal Number: 502547Job Title:Research Associate/Senior Research...

  • Research Associate/Senior Research Associate

    3 weeks ago

    Oxford, United States Miami University Full time

    DetailsPosted: 04-Dec-23Location: Oxford, OhioType: Temporary/Per diemSalary: $55,000+/yearCategories:Academic/FacultyEmployment Type:Temporary/Per diemOrganization Type:Higher Education InstitutionRequired Education:Master'sAdditional Information:Telecommuting is allowed.Internal Number: 502547Job Title:Research Associate/Senior Research...

  • Caregiver Care for Our Seniors

    2 months ago

    Oxford, United States Always Best Care Senior Services --Chester County PA Full time

    We understand that caregiving is not easy and that is why we want to make sure YOU get the shifts you need to have time for yourself, family and friends. - We have clients in Oxford, Nottingham, West Grove, and Kennett Square._ **But First.. To Apply, Let's First Make Sure You Qualify!** - You have at least one year of experience working with seniors in a...

  • Account Manager

    2 weeks ago

    Oxford, United States Reliable Environmental Services LLC Full time

    Experience in the Environmental Industry a plus - Communicating with clients and gathering information about a project’s scope, budgets and timelines - Meeting with other executives to discuss clients’ project goals, progress and outcomes - Coordinating teams to meet project milestones - Assembling new teams to meet clients’ or businesses’ goals -...

  • Lpn

    1 week ago

    Oxford, United States Sagora Senior Living Inc. Full time

    Are you a dependable and caring nurse who has a passion for senior adults? Do you desire to have a career where you know that you are making a difference? If so, we have a position for you! Sagora Senior Living is in search of a hard-working and compassionate LPN to join our team! Our LPNs provide high-quality care to residents by promoting physical and...

  • Client Services Representative I/II | KOXC

    3 weeks ago

    Oxford, United States Clay Lacy Aviation Full time

    Join us as we expand our Northeast presence There's never been a better time to join our Oxford-based team. As part of our expansion plan to service the Northeastern region, our full-service FBO will open in Q2 2024 and greatly increase our presence at the Waterbury-Oxford Airport. The expansion will provide 120,000 square feet of additional hangar space...

  • Client Services Representative I/II | KOXC

    2 weeks ago

    Oxford, United States Clay Lacy Aviation Full time

    Join us as we expand our Northeast presence There's never been a better time to join our Oxford-based team. As part of our expansion plan to service the Northeastern region, our full-service FBO will open in Q2 2024 and greatly increase our presence at the Waterbury-Oxford Airport. The expansion will provide 120,000 square feet of additional hangar space...

  • Patient Accounts Specialist Bilingual

    2 months ago

    Oxford, United States LCH Health and Community Services Full time

    **Benefits**: - Paid holidays - EAP - 403(b) matching - 403(b) - Dental insurance - Health insurance - Paid time off - Vision insurance The primary function of the Patient Accounts Specialist is maximizing revenue from private insurance, public insurance, and private pay. Activities to achieve this function include managing patient accounts receivable by...

  • Senior Retail Sales Associate

    3 weeks ago

    Oxford, United States Harbor Freight Tools Full time

    A Senior Retail Sales Associate (full-time) is a valued member of a high performing team who is empowered & equipped to do their job You will know why your work matters and be able to take pride in what you do! This role is perfect for you if you have the desire to develop as a leader and is passionate about a career in retail.The anticipated rate for this...

  • Patient Accounts Specialist Bilingual

    2 weeks ago

    Oxford, United States LCH Health and Community Services Full time

    Job DescriptionJob DescriptionBenefits:Paid holidaysEAP403(b) matching403(b)Dental insuranceHealth insurancePaid time offVision insurance The primary function of the Patient Accounts Specialist is maximizing revenue from private insurance, public insurance, and private pay. Activities to achieve this function include managing patient accounts receivable by...

  • Patient Accounts Specialist Bilingual

    2 months ago

    Oxford, United States LCH Health and Community Services Full time

    Job DescriptionJob DescriptionBenefits:Paid holidaysEAP403(b) matching403(b)Dental insuranceHealth insurancePaid time offVision insurance The primary function of the Patient Accounts Specialist is maximizing revenue from private insurance, public insurance, and private pay. Activities to achieve this function include managing patient accounts receivable by...

  • Tax Associate

    1 week ago

    Oxford, United States Byrne | Zizzi Full time

    Job DescriptionJob DescriptionSalary: 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...

  • Client Services Representative I/II | KOXC

    2 months ago

    Oxford, United States Clay Lacy Aviation Full time

    100% On-site position Compensation: Hourly Rate $19.00 - $25.00 Must be able to work weekends and holidays. Morning Shift 6 AM - 2:30 PM Afternoon/ Evening Shift: 1:30 PM -10 PM The Client Service Representative (CSR) is a customer service position r Client Service, Representative, Customer Service, Client Relations, Skills, CSR, Retail, Airline

  • Client Services Representative I/II | KOXC

    2 weeks ago

    Oxford, United States Clay Lacy Aviation Full time

    100% On-site position Compensation: Hourly Rate $19.00 - $25.00 Must be able to work weekends and holidays. Morning Shift 6 AM - 2:30 PM Afternoon/ Evening Shift: 1:30 PM -10 PM The Client Service Representative (CSR) is a customer service position r Client Service, Representative, Customer Service, Client Relations, Skills, CSR, Retail, Airline

  • Customer Service Associate

    3 weeks ago

    Oxford, United States Learning Forward Full time

    Job DescriptionJob DescriptionSalary: $15-$18 per hourPosition Summary: As a Customer Service Associate at Learning Forward, you'll play a pivotal role in ensuring positive customer experiences. Your primary responsibilities include addressing inquiries, comments, and complaints while embodying a helpful attitude and friendly demeanor. Proficiency in...

  • Customer Service Associate

    2 weeks ago

    Oxford, United States Learning Forward Full time

    Job DescriptionJob DescriptionSalary: $15-$18 per hourPosition Summary: As a Customer Service Associate at Learning Forward, you'll play a pivotal role in ensuring positive customer experiences. Your primary responsibilities include addressing inquiries, comments, and complaints while embodying a helpful attitude and friendly demeanor. Proficiency in...

  • Family Support Services Specialist

    2 weeks ago

    Oxford, United States Lutheran Services Florida Full time

    #nowhiring Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant . LSF is looking for a talented Family Support Services Specialist who wants to make an impact in the lives of others. Purpose and Impact: Family support services are intended to provide assistance and support to the Case...

  • Customer Service Associate>

    3 weeks ago

    Oxford, United States Wawa Full time

    Wawa - JobID: JR114243 [Retail Associate / Team Member] As a Customer Service Associate at Wawa, you'll: Greet and provide an enjoyable shopping experience for all customers; Respond to customer requests and complaints in a timely and courteous manner; Operate the cash register, scan items, bag merchandise and handle different methods of payment; Stock food...