Managers may work as the engagement lead or under the direct supervision of Senior managers dependent upon the nature of the client engagement. Managers must have strong communication skills as they interact with both firm team members and the client to deliver quality tax services for our clients. They must also have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines. They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Managers may also have direct clients assigned to them.
Essential Position Responsibilities:
- Reviews mid to high level business tax and individual income tax returns
- Advises clients regarding a full spectrum of tax services
- Uses excellent judgment and analysis to make recommendations to clients during year-end and general tax planning
- Oversees complex tax research projects
- Manages tax accounting projects to meet client needs within a specified time frame
- Provides feedback to Senior Managers and Shareholders
- Participates in the area of business development
- Works as part of a team to provide tax accounting services for clients
- Manages client relationships by monitoring client needs
- Is a key point of contact for the client on day to day accounting matters
- Oversees and reviews work of Senior Associates and Associates including training and mentoring
- Utilized cloud-based technology and other tax software
- Performs client billings for client services provided
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
- Public accounting experience
- Licensed CPA or CMA
- Understanding of GAAP and GAAS
- Strong technology skills
- Ability to manage multiple projects and meet deadlines
- Strong written and verbal communication skills
- Teamwork and mentoring experience
- 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.
