Client Accounting and Advisory Services Senior

Windham Brannon • Atlanta, GA

8d • Hybrid

About The Position

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.

Our CAAS team is growing and is looking for a Senior to join the team…
You won’t just be closing the books—you’ll be driving clarity, insight, and confidence for our clients. In this role, you’ll be at the center of the action, ensuring accurate financials, streamlining processes, and helping business owners truly understand the story behind their numbers.

Requirements

• 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.

Nice To Haves

• Worked across several accounting system platforms
• Consideration will be given to candidates in the Atlanta or Chattanooga area who are comfortable working in a hybrid model.
• Strong candidates that are remotely based in other geographics locations.

Responsibilities

• Oversee and support our CAS staff while preparing, reviewing, and analyzing GAAP and tax-basis financial statements.
• Communicate results directly to business owners, giving them the financial clarity they need to make smarter decisions.
• 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, spot trends, and provide 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.

Benefits

• Dedicated learning and development budget for each employee
• Coaches who are dedicated to your career growth and development, helping you thrive in the workplace
• Referral, performance, and business development bonus opportunities
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed