Byrne|Zizzi CPA, PLLC · 11 hours ago
Client Success & Operations Associate
Tupelo, Mississippi, United States
Full-time
Onsite
Mid Level
3+ years expByrne|Zizzi CPA, PLLC is seeking a Client Success & Operations Associate to ensure smooth daily operations and deliver exceptional client experiences. The role involves managing client communications, supporting operational processes, and enhancing the overall client experience through effective administrative and technical support.
AccountingConsultingFinancial Services
Responsibilities
Serve as the primary point of contact for clients—greeting, guiding, and supporting them with professionalism and accuracy
Manage inbound calls and emails, ensuring clients receive timely and clear communication
Assist clients with document submission, secure delivery, and technology-assisted service workflows
Proactively identify ways to enhance the client experience and maintain a client-first environment
Maintain a professional, organized, and welcoming office environment
Coordinate mail, packages, tax return pickups, and client materials
Support daily operational processes such as engagement letters, onboarding packages, and task routing
Prepare, edit, and format documents using Word, Excel, Outlook, SharePoint, and Teams
Assist with data entry, reporting, client updates, checklists, and tracking tools
Maintain electronic file structures and ensure consistency across firm systems
Collaborate on process improvements to streamline workflows
Support firm technology tools and assist with basic troubleshooting
Assist with basic accounting support tasks such as data collection and spreadsheet updates
Learn firm-specific systems including Aiwyn, and SafeSend
Qualification
Required
Excellent written and verbal communication skills with a strong client‑service mindset
Strong organizational ability with exceptional attention to detail, accuracy, and follow‑through
Ability to operate independently as a self‑starter with minimal supervision while managing competing deadlines
Strong skills across all Microsoft 365 applications (Outlook, Word, Teams, SharePoint, OneDrive, Forms, Lists), with demonstrated experience creating, editing, and managing structured documents and workflows
High technical aptitude and ability to quickly learn and support platforms such as Aiwyn, SafeSend, CRM tools, client portals, and workflow systems
Ability to analyze data, identify patterns, troubleshoot issues, and proactively recommend workflow improvements
Demonstrated problem‑solving ability in fast‑paced or multi‑location environments
Demonstrates strong professionalism by maintaining appropriate boundaries, exercising good judgment before interjecting, and upholding strict confidentiality in all client and internal matters
Associate degree in Business Administration, Office Management, Communications, Accounting, or a related field (or equivalent experience)
3–5 years of professional experience in client services, operations, administrative management, or professional services
Demonstrated experience working in a role that required independent judgment, initiative, and proactive problem solving
Demonstrated experience using MS products such as Word, Excel, Outlook, Teams, and Power Point proficiently
Experience working with Microsoft 365 environments and cloud‑based platforms
Preferred
Bachelor's degree required, preferably in Business Administration, Operations Management, Accounting, Information Systems, Data Analytics, or a related field
Advanced proficiency in Microsoft Excel, including PivotTables, VLOOKUP/XLOOKUP, formulas, data validation, and conditional logic
5+ years of progressive experience in operations, client services, or administrative roles within a professional services firm
Power BI or other reporting/visualization tools CRM systems or client‑experience platforms (e.g., Aiwyn)
Secure document workflows such as SafeSend Automation tools (Power Automate, Zapier, workflow routing systems)
Experience developing SOPs, improving processes, or contributing to continuous‑improvement initiatives
Company
Byrne|Zizzi CPA, PLLC
We are not your average tax firm. Byrne|Zizzi CPA provides more than a "tax-season" service.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Emily Zizzi, CPA
Partner; President
Company data provided by crunchbase