Manager-Sr. Manager- Tax and or Audit

Posted Yesterday
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4 Locations
In-Office
Senior level
Professional Services • Software
The Role
Lead tax and/or audit engagements, manage and train staff, perform planning and risk assessments, review financial workpapers and tax returns, manage client relationships, and support business development using cloud-based and audit/tax software.
Summary Generated by Built In

Tax and/or Audit Manager

Tax and/or Audit Managers may serve as the engagement lead or work under the direct supervision of Senior Managers, depending on the nature of the client engagement. They must possess strong communication skills, as they regularly interact with clients and firm team members. Tax and/or Audit Managers also need excellent organizational skills to coordinate multiple engagements simultaneously while meeting established deadlines. They train and lead Senior Associates and Associates, provide direction on work to be performed, review completed work, deliver constructive feedback, and oversee any necessary revisions.

Essential Position Responsibilities
  • Work as part of a team to provide tax and/or audit engagement services for clients.
  • Lead tax and/or audit engagement teams to ensure all components of the engagement are completed, including gathering information from the client, leading planning meetings, performing risk assessments, overseeing fieldwork or tax preparation and review procedures, and seeing the engagement through final completion and delivery.
  • Oversee and review the work of Senior Associates and Associates, including providing training, coaching, and mentoring.
  • Apply strong judgment and analytical skills to prepare and review accounting and tax-related workpapers, financial reports, tax returns, and other client deliverables while identifying opportunities to improve internal controls, accounting processes, and tax strategies.
  • Manage client relationships by understanding and anticipating client needs.
  • Serve as a primary point of contact for clients on day-to-day tax, audit, and accounting matters.
  • Provide feedback and engagement updates to Senior Managers and Shareholders.
  • Participate in business development activities and support efforts to grow the firm's client base.
  • Utilize cloud-based technology, tax software, audit software, and other firm technologies to efficiently serve clients.
  • Identify opportunities to strengthen client relationships and cross-sell additional Brady Martz services.

Requirements
  • Bachelor’s Degree in Business required, a Bachelors in Accounting preferred
  • 5+ years of accounting required including experience managing staff, preferably in public accounting
  • Licensed CPA or CMA license preferred
  • Understanding of GAAP and GAAS
  • Strong technology skills
  • Ability to work on multiple projects and meet deadlines
  • Ability to communicate clearly in writing and verbally
  • Team player
  • Ability to think innovatively

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Skills Required

  • Bachelor's Degree in Business
  • Bachelor's Degree in Accounting
  • 5+ years of accounting experience including managing staff
  • Experience in public accounting
  • Licensed CPA or CMA
  • Understanding of GAAP and GAAS
  • Strong technology skills (cloud-based, tax and audit software)
  • Ability to work on multiple projects and meet deadlines
  • Clear written and verbal communication skills
  • Team player
  • Ability to think innovatively
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The Company
HQ: Grand Forks, ND
333 Employees
Year Founded: 1927

What We Do

There are no small clients at Brady Martz. There are no unimportant questions. There are no unsolvable problems. Every one of our clients deserves to work with an experienced professional who understands their business and the industry in which it operates. Our Accounting, Auditing, Tax, and Consulting Services blend professionalism with expertise. The people of Brady Martz are actively engaged in helping our clients achieve their financial goals. We meet you face to face, then work with you every step of the way. You'll appreciate the peace of mind that comes from knowing your accountant personally, and knowing that your accountant is an experienced professional who will be with you during your journey to success, year after year. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Brady Martz & Associates. Please visit www.avantax.com/social_policy for more information.

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