Client Accounting Services Senior

Client Accounting Services Senior

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.

We have a family-friendly, dynamic, and supportive culture of talented people who care about you, our clients, and our communities. The firm motto “Offering More” has allowed us to be consistently recognized as one of the “Best Firms to Work For”. Whether you intend to specialize in a specific industry or would rather gain exposure across multiple service lines, you won’t be limited at Windham Brannon.

Offering more for your career…Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s 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 employeeCoaches and talent advisors who are dedicated to your career growth and development, helping you thrive in the workplaceReferral, performance, and business development bonus opportunitiesOffering more for your life…Our competitive benefits package is designed to positively impact your life outside of work. Hybrid and flexible work environmentEmployer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance401(k) plan with company matchingPTO, 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 you will be doing…Supporting a full range of services, including, but not limited to, overseeing CAS staff, preparing/compiling/reviewing GAAP and tax basis financial statements, and preparing/reviewing payroll and property tax returns.Prepare/review and troubleshoot any issues with bank and credit card reconciliations.Oversee and review all general ledger reconciliations and prepare/review client journal entries.Prepare/review fixed asset registers, prepaid and accrual schedules, month-end close process, and schedules for external auditor requests.Reconcile, review, and post monthly payroll entries.Prepare/review prepared and compiled GAAP and income tax basis financial statements.Prepare footnotes to financial statements.Assist in the client on-boarding process including developing financial reports, KPIs, and client dashboards.Streamline accounting processes for financial reporting and internal control efficiencies.Ability to analyze financial results and make recommendations to client management.Prepare monthly client billings for approval in the Firm’s billing system.Knowledge of federal and state payroll tax requirements.Prepare/review annual 1099 forms, quarterly payroll, and household payroll tax returns.Prepare/review Business personal property tax returns.Knowledge of sales tax requirements for Georgia, ability to research sales tax requirements for other states.Prepare/review sales tax returns.

Manage accounts payable function for multiple clients: Strong knowledge of AP in various software programs and the ability to troubleshoot issues.Review staff reconciliations of multi-transactional vendor invoices.Review the month-end close and required reporting including performing a reconciliation of the AP detail report to the general ledger AP balance. Manage accounts receivable function for multiple clients:Strong knowledge of AR in various software programs and the ability to troubleshoot issues.Review month-end close and required reporting including performing a reconciliation of the AR detail report to the general ledger AR balance.

What you bring…6-8 years of relevant experience.Very organized, with strong time management skillsIntermediate level PC skills with focus on Excel (including pivot and VLOOKUP)Experience with various versions of Sage Intacct, Oracle NetSuite, QuickBooks Online, QuickBooks Desktop, Bill.com, Expensify, and other software applicationsExcellent attention to detail with a high degree of accuracyAbility to prioritize effectively and meet tight monthly deadlinesStrong analytical and problem-solving skillsExcellent verbal and written communication skillsGood judgment skills and ability to know when to escalate an issue to the partner on a client accountAbility to work both independently and as part of a team *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.