Brady Martz & Associates

• Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations.
• Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations.
• Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning.
• Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns.
• Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters.
• Mentor and train staff in estate and trust compliance and technical research.
• Monitor changes in estate and trust tax law and advise firm leadership on implications.
• Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.

Tax Manager – Estate, Gift & Trust

Senior Tax Manager – Estate, Gift & Trust

• 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

Tax Manager

Manager

• Lead and manage a variety of business valuation engagements across multiple industries and purposes.
• Review, finalize, and sign off on valuation reports, ensuring consistency, defensibility, and adherence to best practices and applicable standards.
• Serve as the primary client contact, effectively communicating scope, process, findings, and recommendations to clients and their advisors (e.g., attorneys, CPAs, wealth advisors).
• Mentor and develop team members, providing guidance, real-time feedback, and training.
• Collaborate across service lines to deliver cohesive, value-added solutions tailored to client needs.
• Support business development, including scoping new opportunities, developing proposals, pricing engagements, and identifying additional areas of client value.
• Identify enterprise value-enhancing strategies and proactively introduce planning ideas to clients and internal teams.
• Stay current on valuation standards, tax laws, market conditions, and emerging trends in business valuation and consulting.
• Improve internal systems and processes, contributing to the refinement of templates, models, and scalable engagement frameworks.

Valuation Manager

• 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

Senior Associate – Tax/Audit

• Work on client engagements across industries and lines of business
• Prepare individual, corporate, partnership and other tax returns
• Prepare audits, reviews, compilations, and other assurance services for clients
• Prepare financial statements, related disclosures, and other required reports
• Provide technical advice and tax planning services
• Use 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 business development activities
• 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, review, train, and mentor Associates
• Utilize cloud-based technology and other tax software

Senior Associate, Tax/Audit

Accountant

• 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

Tax Manager – Estate, Gift & Trust

Senior Tax Manager – Estate, Gift & Trust

Tax Manager

Valuation Manager

Senior Associate – Tax/Audit

Senior Associate, Tax/Audit

Manager / Senior Manager, Accounting – Tax/Audit

Valuation Manager