BambooHR

People Operations

• Process bi-monthly payroll for various jurisdictions in a timely and accurate manner
• Point of contact for employees with questions or issues requiring resolution
• Manage and administer benefits programs
• Ensure all policies are up to date and compliant with regional legislation
• Support full recruiting process including job descriptions, postings, working with recruiters, vetting candidates and interviewing
• Monthly reporting for parent company
• Support employee engagement activities to ensure a positive workplace environment
• Own and continually improve HRIS software
• Assist with employment and consulting contracts, employment confirmation letters, People & Culture communications
• Responsible for any regulatory filings (RL1, Ontario Health, WCB-BC)
• Assist with and complete onboarding and offboarding
• Assist with performance management
• General administrative tasks including event planning and providing general support wherever necessary

Senior Associate, People & Culture

Project Manager

• Manage timelines, deliverables, and resources for tax season workflows, CAAS onboarding, and strategic firm initiatives.
• Facilitate kickoff meetings, status updates, and post-project reviews.
• Track progress using project management tools and ensure accountability across teams.
• Identify bottlenecks and recommend process improvements for recurring tax and CAAS engagements.
• Collaborate with department leads to streamline client onboarding and service delivery.
• Serve as a liaison between partners, department heads, and support teams.
• Provide clear and timely updates on project status, risks, and milestones.
• Maintain project documentation, SOPs, and dashboards.
• Generate reports for leadership to support decision-making and resource planning.

Project Management Specialist

• 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.

Senior Tax Associate

Controller

• Serve as the primary CAAS Lead for the assigned Client's Fractional Controller advisory engagements.
• Coordinate with the Client's Leadership and Accounting personnel, other Byrne Zizzi Team Members, and third parties, such as financial advisors, attorneys, etc.
• Communicate proactively with both the Client and CAAS Team Members regarding deadlines, issues, and deliverables.
• Oversee the Client's accounting operations, including the General Ledger, accounts receivable/payable, and payroll.
• Review the Client's Monthly or Quarterly General Ledger and supporting documentation for accuracy and completeness.
• Prepare or review the Client's Monthly or Quarterly Management Reporting Package.
• Conduct regular meetings with the Client to discuss the Management Reporting Package.
• Prepare and analyze historical cash flow trends.
• Assess and strengthen existing financial and accounting internal controls.
• Support the development and monitoring of company-wide and departmental budgets and forecasts.
• Provide mentoring, training, and support to the Client's Accounting Staff.

Fractional Controller

• Managing an increased volume of clients and projects tax plans, reports and compliance
• Preparation and review of all tax filings and reporting in compliance with all regulations required
• Advises management on future changes to tax regulations and possible implications for the organization
• Directly responsible for managing, training, and development of multiple direct reports which may include Associates, Senior Associates, and Manager

Senior Tax Manager

Financial Planning and Analysis

• Serve as the lead financial strategist for assigned clients
• Provide insights and recommendations to support executive decision-making
• Assist client’s Leadership Team with developing and monitoring short-term initiatives and long-term strategic plans
• Advise on capital structure, financing options, and long-term financial planning
• Build financial models to support strategic initiatives and scenario planning
• Ensure financial statements accuracy, completeness, and compliance with GAAP or applicable frameworks
• Present financial results, including financial analytics, and provide actionable financial insights to client leadership

Fractional CFO

Human Resources

• Lead safety & HR training to keep employees informed and compliant.
• Facilitate engaging safety meetings across all levels of the company
• Support recruitment and onboarding to build a top-tier team
• Handle offboarding with professionalism and dignity
• Travel between branches to maintain strong connections and visibility
• Enforce company policy in alignment with legal compliance
• Collaborate across departments to align efforts and improve outcomes
• Attend safety council meetings and trainings to stay current
• Promote a positive workplace culture rooted in trust and accountability
• Balance multiple priorities in a fast-paced environment with excellence

Safety and Human Resource Assistant

Program Manager

• Develop detailed project plans defining scope, milestones, resources, and budgets.
• Track progress through structured status updates, risk logs, and stakeholder reporting.
• Ensure compliance with internal policies, external regulations, and client mandates across all project phases.
• Conduct weekly project team meetings to review progress against the project schedule, address and resolve issues at the team level, and escalate critical items to the Executive Team
• Identify and bring forward suggestions for process & template improvements to for discussions.
• Oversee the planning and execution of multiple projects within enterprise-wide programs (e.g., system upgrades, regulatory initiatives, new product launches).
• Focus on product and reporting initiatives while coordinating with cross functional departments to assess organizational capacity and adjust priorities as needed.
• Meet with department leads on all projects, collate all the weekly update info, flagging key issues for the executive team, circulate it, and coordinate any actions out of it​.
• Partner with cross functional teams to automate workflows and strengthen controls.
• Manage vendor and third-party relationships that support program goals (e.g., technology providers, custodians, consultants).
• Ensure all projects align with enterprise risk frameworks and regulatory standards (e.g., OSC, IIROC, SEC, MiFID II) – not sure if all is applicable in our industry?
• Monitor adherence to project governance, change management, and data privacy requirements.
• Support firm-wide transformation programs (e.g., digital transformation, ESG integration, data modernization).

Project and Program Manager

Content Writer

• Develop and maintain presentation materials for the Sales and Investment teams, ensuring consistency, accuracy, and compelling storytelling.
• Craft clear, effective messaging tailored to institutional, family offices, wealth managers and high-net-worth audiences.
• Collaborate closely with internal stakeholders — including Investment, Sales, Product, and Marketing teams — to gather insights and translate them into content that drives engagement and conversion.
• Create, manage, and update content across digital and offline platforms, including websites, factsheets, pitch decks, RFP content, thought leadership pieces, and investor communications.
• Ensure all content is aligned with brand voice, regulatory standards, and industry best practices.
• Coordinate the development and execution of the editorial calendar in support of broader marketing campaigns.
• Own the wording and refinement of sales materials, ensuring messages are sharp, persuasive, and compliant.
• Support content audits and reporting using analytics tools to assess performance and refine strategy.