Client Accounting Services Senior
Client Accounting Services Senior
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1 Vacancy
Job Description
Why Windham Brannon:
Windham Brannon is a recognized leader in providing assurance tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people by offering more to our team we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Offering more for your career
Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. Thats why we prioritize the following for our people.
- Diversity Equity and Inclusion Advisory Council that advocates for important employee initiatives
- Dedicated learning and development budget for each employee
- Coaches who are dedicated to your career growth and developmenthelping you thrive in the workplace
- Referral performance and business development bonus opportunities
Offering more for your life
Our competitive benefits package is designed to positively impact your life outside of work.
- Hybrid and flexible work environment
- Employer-paid dependent care life insurance disability accident and critical illness and pet insurance
- 401(k) plan with company matching
- PTO paid holidays and summer hours
Offering more for your community
Windham Brannon believes that we succeed as a firm when those in our community can succeed too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month and we provide regular volunteer support to several not-for-profit organizations throughout the year.
Our CAS team is growing and is looking for a Senior to join the team
What youll be doing
You wont just be closing the booksyoull be driving clarity insight and confidence for our this role youll be at the center of the action ensuring accurate financials streamlining processes and helping business owners truly understand the story behind their numbers.
- Lead with impact: Oversee and support our CAS staff while preparing reviewing and analyzing GAAP and tax-basis financial statements. Youll also communicate results directly to business owners giving them the financial clarity they need to make smarter decisions.
- Be the problem solver: Tackle and troubleshoot complex issues across bank and credit card reconciliations journal entries and general ledger accounts.
- Own the details that matter: Manage fixed asset registers accrual schedules prepaid assets debt schedules and other balance sheet accounts with precision.
- Play a key role in audits: Prepare month- and year-end schedules and provide external auditors with everything they need to move quickly and efficiently.
- Bring order to chaos: Lead special clean-up projects and implement streamlined processes to make reporting sharper faster and more reliable.
- Turn data into strategy: Go beyond the numbers by analyzing results spotting trends and providing recommendations that influence client growth.
- Be the go-to expert: Handle client billings prepare financial statement footnotes and take charge of monthly/annual filings (including 1099s property tax and sales tax).
- Shape client success from the start: Support onboarding by developing dashboards KPIs and financial reports that help new clients hit the ground running.
- Act as a trusted adviser to clients: Provide guidance beyond the numbers by offering insights recommendations and strategic support to help them achieve their business and financial goals.
AP & AR Management that makes a difference
- Lead accounts payable and receivable functions across multiple clients ensuring accuracy efficiency and compliance.
- Review detailed reconciliations troubleshoot system challenges and deliver polished reports that tie seamlessly to the general ledger.
- Provide oversight that keeps financial operations running smoothly so clients can focus on what they do bestgrowing their business.
What you bring
Were looking for a seasoned professional with 48 years of relevant experience who thrives in a fast-paced client-focused environment. Youll succeed in this role if you bring:
- Exceptional organizational and time management skills to stay on top of multiple priorities and deadlines.
- Proficiency in Excel (pivot tables VLOOKUP and more) with the ability to use data to solve problems and create insights.
- Hands-on experience with accounting systems like Sage Intacct Oracle NetSuite QuickBooks Online/Desktop and Expensify (bonus points if youve worked across several platforms).
- Sharp attention to detail and a commitment to producing highly accurate work.
- The ability to balance multiple tasks manage deadlines and keep projects moving forward under pressure.
- Strong analytical thinking and problem-solving abilities to troubleshoot and resolve complex accounting issues.
- Excellent communication skillsboth written and verbalwith a knack for explaining financial concepts clearly to clients and teammates.
- Sound judgment and the confidence to know when to make decisions independently and when to escalate issues.
- A collaborative spirityoure comfortable working as part of a team but equally confident taking ownership of your work.
*Preferred: Consideration will be given to candidates in the Atlanta or Chattanooga area who are comfortable working in a hybrid model. We will also consider strong candidates that are remotely based in other geographics locations.
Employment Type
Full-Time
