Windham Brannon · 4 days ago
Client Accounting Services Senior
Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients both nationally and globally. The Client Accounting Services Senior will oversee and support the CAS staff, ensuring accurate financials and providing insights to business owners to help them make informed decisions.
ConsultingFinancial ServicesLegal
Responsibilities
Oversee and support our CAS staff while preparing, reviewing, and analyzing GAAP and tax-basis financial statements
Tackle and troubleshoot complex issues across bank and credit card reconciliations, journal entries, and general ledger accounts
Manage fixed asset registers, accrual schedules, prepaid assets, debt schedules, and other balance sheet accounts with precision
Prepare month- and year-end schedules and provide external auditors with everything they need to move quickly and efficiently
Lead special clean-up projects and implement streamlined processes to make reporting sharper, faster, and more reliable
Analyze results, spotting trends, and providing recommendations that influence client growth
Handle client billings, prepare financial statement footnotes, and take charge of monthly/annual filings (including 1099s, property tax, and sales tax)
Support onboarding by developing dashboards, KPIs, and financial reports that help new clients hit the ground running
Provide guidance beyond the numbers by offering insights, recommendations, and strategic support to help them achieve their business and financial goals
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 best—growing their business
Qualification
Required
4–8 years of relevant experience
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, Bill.com, and Expensify
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 skills—both written and verbal—with 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 spirit—you're 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 geographic locations
Benefits
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
Company
Windham Brannon
Windham Brannon is an accounting company specializing in audit, tax, and advisory services.
H1B Sponsorship
Windham Brannon has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (2)
2020 (2)
Funding
Current Stage
Growth StageRecent News
2025-04-05
Chattanooga Times Free Press
2023-12-24
Company data provided by crunchbase