Tax Service Highlight: Mallory Byrne

Whether you’re intrigued by the complexities of tax, the diversity of outsourced accounting services, the challenges of consulting and litigation, or the details of audit, we’re here to guide you in finding the right path. To give you a closer look at what it’s like, we spoke with Tax Senior Associate Mallory Byrne about her career journey at Wilkins Miller.

Which service area do you work in and what do you do for your clients? 

“I work in the tax service area at Wilkins Miller, where I take the stress out of tax season for my clients. Preparing tax returns is just the start—I also help them plan for the future by running tax scenarios for different life events, ensuring they’re always ahead of the curve. And if the IRS or State Revenue Departments ever come knocking, I’m there to handle the communication and resolve any issues, so my clients can focus on what they do best.”

What kinds of projects do you work on and what times of the year are most busy for you?

“I work on a lot of entity projects (i.e., partnerships, S corps, and C corps) and the personal income tax returns for these entity owners. Some of the industries that I have a heavier focus on include the real estate and healthcare industries. My busiest times of the year are mid-February through April 15th and then also mid-August through October 15th for clients that file extensions.”

What makes your service area unique/Why did you choose it? 

“For me working in tax is the perfect balance of similarities and differences in my day-to-day work. A lot of the underlying accounting rules and principles are the same across the board for the clients I work on, so I feel confident in my work. At the same time, every client is different, so I am always learning and being challenged with new things.”

What skill sets are most important to succeed in your service area?

“First and foremost, good communication skills are important to be successful in the tax world. This includes communicating in a professional and timely manner with clients, the IRS, and coworkers who may be helping out with a client. Some of the other skillsets that are important as a tax accountant are attention to detail, problem solving, critical thinking, and time management.”