Senior Client Accounting and Advisory Services Associate

Senior Client Accounting and Advisory Services Associate

Client Accounting and Advisory Services (CAAS) | Full-Time | Exempt

Byrne Zizzi CPA, PLLC is a Mississippi-based tax and accounting firm built on a single idea — Count on Us — with a shared purpose to move beyond tax season and become a year-round partner in our clients’ financial lives. We believe clarity builds confidence, and we bring calm to financial chaos by leading with integrity, respect, and accountability and by educating our clients to plan for what is next. Our clients count on us, and we believe in building a team our people can count on too. 

 

About the Role 

If you are an experienced accounting professional who is ready to step beyond execution and into a trusted-advisor role, you may be a great fit for our team. As a Senior CAAS Associate at Byrne Zizzi, you will own complex client engagements, review the work of associates, and partner with our managers to help business owners understand the story behind their numbers.

Position Summary 

As a Senior CAAS Associate, you will prepare and review complex financial information, manage account records, and analyze financial data for a portfolio of clients across diverse industries. You will lead month-end and annual close-out engagements, mentor associates, and partner with managers to help clients understand the story behind their numbers. This role blends technical depth, client service, and people development in a collaborative, growth-oriented environment.

What You will Do 

• Successfully perform and review complex client engagements, including write-up and general accounting work.
• Prepare and review client financial statements so they can be easily interpreted by a reviewer or client. 
• Lead month-end and annual financial reporting close-outs and tax reconciliation for assigned clients.
• Review associate-level deliverables for accuracy before detailed review. 
• Prepare and review adjusting journal entries, trial balances, and supporting schedules.
• Investigate financial statement variances and reconcile account balances to supporting documentation. 
• Support account reconciliations, financial reporting deliverables, and client documentation requests.
• Recognize, anticipate, and research accounting issues for clients; derive conclusions and make recommendations to the management team. 
• Perform other duties as assigned. 

 

Skills, Knowledge, and Abilities 

• Solid understanding of accounting principles, financial statement presentations, and accounting procedures. 

• Working understanding of SSARS and the differences between cash basis and accrual basis reporting. 

• Proficiency in QuickBooks Online; exposure to mid-sized ERP systems (e.g., NetSuite, Sage Intacct) a plus. 

• Ability to analyze financial data and identify and explain variances. 

• Proficiency with the Microsoft Office Suite (Outlook, Teams, Excel, Word) and willingness and ability to learn firm tools and applications.

 

Competencies 

• Communication — Excellent oral and written communication, including the ability to explain accounting issues and concepts to clients and team members. 

• Accountability — Meets deadlines and commitments, owns outcomes, and proactively raises issues before they become problems. 

• Team Collaboration — Enhances a team-oriented environment, facilitates cross-team communication, and partners well with other departments. 

• Quality and Detail Orientation — Produces accurate, complete, well-organized work and avoids negligent errors. 

• Feedback Responsiveness — Seeks, accepts, and applies feedback from reviewers and managers to improve quality and efficiency over time. 

• Client Service Orientation — Builds long-term, trusted relationships and delivers timely, attentive service that exceeds expectations. 

• Learning Agility — Learns new software, processes, and accounting standards quickly and applies them to new situations. 

• Ethics and Integrity — Demonstrates sound judgment, honesty, and discretion in handling confidential client and firm information. 

• Mentorship and Development — Teaches, coaches, and develops associate-level team members; makes oneself available and responsive. 

• Analytical Thinking and Solution Orientation — Recognizes and researches accounting issues, identifies root causes, and develops practical recommendations. 

• Compliance — Adheres to applicable laws, regulations, and firm policies; properly handles sensitive information. 

• Effective Time and Task Management — Prioritizes workload across multiple clients and engagements; consistently meets commitments. 

Supervisory Responsibilities 

May supervise associates and interns on day-to-day assignments. May review associate work products before it moves to final review and provide coaching feedback to support development. 

What We are Looking For 

Bachelor’s degree in accounting, Finance, or a related field required. 

Three or more years of financial reporting or accounting experience at a CPA firm preferred. 

Intermediate to advanced spreadsheet skills, including creating formulas, using lookups, and analyzing data. 

Demonstrated ability to mentor or train junior team members. 

Current CPA license or CPA eligible and working toward licensure preferred. Experience with Thomson Reuters Suite, QuickBooks Online, and Bill.com is a plus. 

Work Environment and Physical Requirements 

Air-conditioned office setting with lighting and minimal noise. Sedentary work that includes operating standard office equipment and keyboards, with repetitive motions of the wrists, hands, and fingers. Close visual acuity is required for preparing and analyzing data, transcribing, viewing a computer terminal, and extensive reading. Must be able to communicate clearly by phone and in person, hear and distinguish speech and other sounds, and exert up to 20 pounds of force occasionally to lift, carry, push, or pull objects. Must be able to walk short distances and drive a vehicle to other Byrne Zizzi locations or to client sites. 

Travel 

May travel as needed to other Byrne Zizzi locations or to meet with clients at their location. 

Why Join Byrne Zizzi 

At Byrne Zizzi, you will gain exposure to meaningful client work, direct collaboration with experienced professionals, and a team culture focused on growth, accountability, and service. We are committed to helping our people build strong careers while making a real impact on our clients year-round.