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Manager – Senior Manager, Tax and Audit
Brady Martz & Associates. Serve as the engagement lead or work under Senior Manager supervision, depending on the client engagement .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in audit engagement and tax services, with a strong focus on managing client relationships and leading teams. Proficient in financial analysis, tax research, and utilizing technology to enhance engagement efficiency.
Highest-signal resume keywords
Audit Engagement ManagementTax Services ExpertiseClient Relationship ManagementCPA or CMA LicenseGAAP and GAAS Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting ExperienceTax Return ReviewFinancial AnalysisTax ResearchProject Management
Soft Skills
Clear CommunicationTeam LeadershipInnovative ThinkingMentoringFeedback Provision
Tools & Technologies
Cloud-Based TechnologyAudit Software
Certifications & Qualifications
CPA LicenseCMA License
Industry Keywords
Public AccountingBusiness DevelopmentInternal ControlsAccounting ProceduresEngagement Efficiency
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Serve as the engagement lead or work under Senior Manager supervision, depending on the client engagement
- Provide audit engagement and/or tax services for clients
- Interact regularly with clients and firm team members
- Coordinate multiple engagements while meeting deadlines
- Train, mentor, and lead Senior Associates and Associates
- Instruct team members on work to be performed
- Review completed work, provide feedback, and direct revisions
- Oversee work quality, accuracy, and timeliness
- Provide feedback to Senior Managers and Principals
- Review mid- to high-level business tax returns and individual income tax returns
- Advise clients on a broad range of tax services
- Oversee complex tax research projects
- Manage tax accounting projects within specified timeframes
- Lead audit engagement teams through information gathering, planning meetings, risk assessments, fieldwork, and final report issuance
- Manage client relationships and respond to client needs
- Serve as a key point of contact on day-to-day accounting matters
- Prepare and review accounting-related reports using sound judgment and analysis
- Provide financial analysis to improve client internal controls and accounting procedures
- Identify opportunities to strengthen client relationships and cross-sell firm services
- Participate in business development activities
- Utilize cloud-based technology and audit software to improve engagement efficiency
Requirements
What you’ll need- Bachelor’s Degree in Business required; a Bachelors in Accounting preferred
- 5+ years of accounting experience 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