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 Client Accounting Services (CAS) practice is growing and we are looking for a Principal to join the team…

The position of Principal will be responsible for developing and maintaining accounting principles, practices, and procedures to ensure accurate and timely financial statements for clients. Additional responsibilities will include assisting with CAS department initiatives and strategies to streamline processes and procedures to meet future growth goals of the department.

What you will be doing:

• Collaborate with the current CAS/Advisory leadership team to jointly lead the practice as we continue to grow
• Lead all phases of CAS services provided to a client ensuring quality, accuracy, and timeliness
• Assist with expanding and developing the CAS practice through the selling and delivery of services, including participation in the proposal process, while positioning Windham Brannon as a leader in this practice area
• Facilitate client meetings relating to on-going work, special projects, and financial results
• Develop a thorough assessment and understanding of client’s objectives and business needs
• Ensure that all client deliverables are prepared accurately while anticipating, identifying, and addressing concerns and problems as they arise
• Work within budgetary and time constraints while providing a high-level of client satisfaction
• Assist with preparing monthly client billings for approval in the Firm’s billing system
• Promote new ideas and business solutions which result in additional service offerings to existing clients by leveraging the latest industry insights, technological advancements, and best practices in their financial operations
• Be a part of the client on-boarding process for new CAS clients
• Assist with facilitating CAS process improvement initiatives - analyzing existing processes, identifying issues, and implementing strategies to enhance productivity, streamline workflows, optimize procedures, reduce costs, and improve overall departmental performance
• Foster and cultivate relationships through collaboration with members of the CAS team and leadership throughout the firm
• Be involved with building a dedicated and motivated team of professionals, including being a part of the interview process for potential departmental new hires
• Ensure professional development for the team and self through ongoing education and training
• Provide mentoring and training to CAS staff members

What you bring:

• Bachelor's degree in accounting required, master’s or advanced degree preferred
• CPA required
• 12 years of experience in a public accounting or professional services environment
• 6 years of experience providing client accounting services in a public accounting or professional services firm
• 10 years of supervisory experience, mentoring and counseling team members
• Strong background in GAAP and quality control with an emphasis on accounting concepts, standards, compilations, and financial statement preparation engagements
• Previous experience providing accounting services for small or middle market clients in various industries including manufacturing, construction, real estate, not-for-profit, professional services, and healthcare, desired
• Innovative and forward-thinking leader with a proven track record in building, developing, and sustaining clients and teams
• Strong organizations skills with the ability to strategically plan for growth, innovation, and exceptional client service
• Ability to cross-sell firm services to the existing client base while adhering to independence standards
• Experience with various accounting software tools such as Oracle NetSuite, QuickBooks Online and Desktop, Sage Intacct, Yardi, Expensify, Bill, and Excel