Senior Associates work on client engagements in a variety of industries and lines of business, assist on larger client engagements, and perform most work assigned with a minimum level of assistance. They train and lead Associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Senior Associates must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.
- Prepare individual, corporate, partnership and other tax returns
- Prepare audits, reviews, compilations, and other assurance services for clients
- Prepares financial statements, related disclosures, and other required reports
- Provide technical advice and planning services
- Use excellent judgment and analysis to make recommendations to clients during year-end and general tax planning
- Provide feedback to Managers, Senior Managers and Shareholders
- Participate in the area of business development
- Work as part of a team to provide tax accounting services for clients
- Assume responsibility for completion of tax returns under supervision of Accountant in Charge
- Oversee and review work of Associates including training and mentoring
- Utilize cloud-based technology and other tax software
- 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
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.
Top Skills
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.