Senior Associates support client engagements across a variety of industries and service lines. They work independently on most assigned tasks, assist with larger and more complex engagements, and serve as a key resource for Associates through training, mentoring, and review of work. Senior Associates are expected to manage multiple engagements at once, meet established deadlines, and demonstrate strong organizational and communication skills.
Key Responsibilities
- Prepare individual, corporate, partnership, and other tax returns
- Perform audits, reviews, compilations, and other assurance services
- Prepare financial statements, related disclosures, and required reports
- Provide technical guidance and tax planning services to clients
- Apply sound judgment and analysis to make client recommendations, including year-end and ongoing tax planning
- Review Associates’ work, provide feedback, and guide necessary revisions
- Train and mentor Associates, supporting their professional development
- Assume responsibility for the completion of tax returns under the supervision of the Accountant in Charge
- Communicate engagement progress and feedback to Managers, Senior Managers, and Principles
- Participate in business development initiatives
- Collaborate as part of a team to deliver high-quality tax and accounting services
- Utilize cloud-based technology and tax software to complete engagements efficiently
Requirements
- Bachelor’s Degree in Business required, a Bachelors in Accounting preferred
- 3+ years of accounting required including experience managing staff, preferably in public accounting
- Licensed CPA or CMA license or working towards obtaining preferred
- Understanding of Federal and State tax laws and regulations
- 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
- 3+ years of accounting experience
- Experience managing staff
- Public accounting experience
- Licensed CPA or CMA license
- Working toward obtaining a CPA or CMA license
- Understanding of federal and state tax laws and regulations
- Strong technology skills
- Ability to manage multiple projects and meet deadlines
- Clear written and verbal communication skills
- Ability to work as part of a team
- Ability to think innovatively
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.
