Accounting, Accounting Audit Software, Analysis Skills, Auditing, Business Development, Cloud Computing, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Customer/Client Research, Financial Analysis, Financial Reporting, Income Tax, Leadership, Mentoring, Organizational Skills, Plan Meetings, Resolve Customer Issues, Risk Analysis, Tax Accounting, Tax Returns, Team Lead/Manager, Team Player, Time Management
Manager- Sr. Manager Audit and/or Tax
Managers may serve as the engagement lead or work under the direct supervision of Senior Managers, depending on the nature of the client engagement. This role requires strong communication, organizational, and leadership skills to successfully manage multiple engagements and deadlines while delivering high-quality client service.
Role Overview
- Work as part of a team to provide audit engagement and/or tax services for clients
- Interact regularly with clients and firm team members
- Coordinate multiple engagements simultaneously while meeting established deadlines
Leadership & Team Management
- Train, mentor, and lead Senior Associates and Associates
- Instruct team members on work to be performed
- Review completed work, provide feedback, and direct necessary revisions
- Oversee and review work to ensure quality, accuracy, and timeliness
- Provide feedback to Senior Managers and Principles
Tax Responsibilities
- 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 to meet client needs within specified timeframes
Audit Responsibilities
- Lead audit engagement teams through all phases of the audit, including:
- Gathering information from clients
- Leading planning meetings
- Performing risk assessments
- Overseeing fieldwork procedures
- Managing the audit through final report issuance
Client Service & Relationship Management
- Manage client relationships by monitoring and responding to client needs
- Serve as a key point of contact for clients on day-to-day accounting matters
- Use sound judgment and analysis to prepare and review accounting-related reports
- Provide financial analysis to help improve client internal controls and accounting procedures
- Identify opportunities to strengthen client relationships and cross-sell additional firm services
Business Development & Technology
- Participate in business development activities
- Utilize cloud-based technology and audit software to enhance engagement efficiency
B
Brady Martz and Associates PC