Brady Martz

Managers lead audit engagement teams and provide tax services for clients, ensuring all components of the audit are performed and client needs are met. They also train and mentor junior staff while managing client relationships and overseeing complex tax projects. | A Bachelor's Degree in Business is required, with a preference for Accounting. Candidates should have over 5 years of accounting experience, preferably in public accounting, and a CPA or CMA license is preferred. | 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 the client and firm team members. They also must 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. Works as part of a team to provide audit engagement and/or tax services for clients Tax: Reviews mid to high level business tax and individual income tax returns Tax: Advises clients regarding a full spectrum of tax services Tax: Oversees complex tax research projects Tax: Manages tax accounting projects to meet client needs within a specified time frame Audit: Lead audit engagement teams to ensure all components of the audit are performed including gathering information from the client, leading planning meetings, performing risk assessment, overseeing fieldwork procedures, and seeing the audit report through to final issuance Oversees and reviews work of Senior Associates and Associates including training and mentoring Uses excellent judgment and analysis to prepare and review accounting-related reports and provide financial analysis in an effort to improve client internal controls and accounting procedures Manages client relationships by monitoring client needs Is a key point of contact for the client on day-to-day accounting matters Provides feedback to Senior Managers and Shareholders Participates in the area of business development Utilized cloud-based technology and other audit software Seeks out opportunities to improve the client relationship and cross sell other BMA services 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 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.

Senior Associates prepare individual, corporate, partnership, and other tax returns, as well as audits, reviews, and compilations. They also provide technical advice and planning services while overseeing and mentoring Associates. | Candidates must have a Bachelor's Degree in Business, preferably in Accounting, and at least 3 years of accounting experience, including staff management. A CPA or CMA license is preferred, along with a strong understanding of Federal and State tax laws. | 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.