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. 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 employee
• Coaches and talent advisors who are dedicated to your career growth and development, helping 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 Manager to join the team…

What you will be doing…

• 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.
• Prepare/review prepaid and accrual schedules.
• Prepare/review the month-end close process.
• Prepare/review schedules for external auditor requests.
• Reconcile, review, and post monthly payroll entries.
• Preparation and review of prepared & compiled GAAP and income tax basis financial statements.
• Prepare footnotes to financial statements.
• Ability to support CAS staff and clients.
• Train CAS staff and be proficient in Sage Intacct, Oracle NetSuite, QuickBooks Online, QuickBooks Desktop, Bill, Expensify, and other software applications.
• 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.
• Prepare/review Business personal property tax returns.
• Prepare/review Freeport exemption 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.
• Support general accounting functions as needed; strong knowledge of Excel required.
• Train staff on AP reconciliations.

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.
• Knowledge of sales tax requirements for Georgia, ability to research sales tax requirements for other states.
• Prepare/review sales tax returns.
• Train staff on AR reconciliations.

What you bring…

• 6-8 years of relevant experience
• CPA required
• Four-year degree in Accounting or other related field of study required
• Experience preparing and reviewing compiled GAAP and income tax basis financial statements
• Work with various versions of QuickBooks, Sage Intacct, and NetSuite
• Intermediate level PC skills with focus on Excel (including pivot and VLOOKUP)
• Very organized, with strong time management skills
• Excellent attention to detail with a high degree of accuracy
• Ability to prioritize effectively and meet tight monthly deadlines
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Good judgment skills and ability to know when to escalate an issue to the partner on a client account
• Ability 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.