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Manager – Senior Manager, Tax and Audit
Brady Martz & Associates. Serve as the engagement lead or work under the direct supervision of Senior Managers, depending on the client engagement .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax and audit engagement services, including managing client relationships, overseeing teams, and preparing financial reports. Proficient in utilizing cloud-based technology and tax software while ensuring compliance with GAAP and GAAS standards.
Highest-signal resume keywords
Tax Engagement ServicesAudit Engagement ServicesLicensed CPA or CMAGAAP and GAAS UnderstandingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingTax PreparationFinancial ReportingRisk AssessmentInternal Controls Improvement
Soft Skills
Team PlayerInnovative ThinkingClear Communication
Tools & Technologies
Cloud-Based TechnologyTax SoftwareAudit Software
Certifications & Qualifications
CPACMA
Industry Keywords
Public AccountingClient EngagementBusiness DevelopmentAccounting Processes
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Serve as the engagement lead or work under the direct supervision of Senior Managers, depending on the client engagement
- Provide tax and/or audit engagement services for clients as part of a team
- Lead tax and/or audit engagement teams, including gathering client information, leading planning meetings, performing risk assessments, overseeing fieldwork or tax preparation and review procedures, and completing and delivering engagements
- Oversee and review Senior Associate and Associate work
- Provide training, coaching, mentoring, direction, and constructive feedback
- Prepare and review accounting and tax-related workpapers, financial reports, tax returns, and other client deliverables
- Identify opportunities to improve internal controls, accounting processes, and tax strategies
- Manage client relationships and anticipate client needs
- Serve as a primary client contact for day-to-day tax, audit, and accounting matters
- Provide engagement feedback and updates to Senior Managers and Shareholders
- Participate in business development and support growth of the firm’s client base
- Utilize cloud-based technology, tax software, audit software, and other firm technologies
- Identify opportunities to strengthen client relationships and cross-sell additional Brady Martz services
Requirements
What you’ll need- 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
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- Employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements)
- Group term life insurance
- Disability insurance
- Flexible spending accounts
- Flexible time off and paid leave program