Client Accounting and Advisory 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.

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.

• 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

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 CAAS team is growing and is looking for a Senior to join the team…

What you’ll be doing…

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.

• Lead with impact: Oversee and support our CAS staff while preparing, reviewing, and analyzing GAAP and tax-basis financial statements. You’ll also communicate results directly to business owners, giving them the financial clarity they need to make smarter decisions.
• Be the problem solver: Tackle and troubleshoot complex issues across bank and credit card reconciliations, journal entries, and general ledger accounts.
• Own the details that matter: Manage fixed asset registers, accrual schedules, prepaid assets, debt schedules, and other balance sheet accounts with precision.
• Play a key role in audits: Prepare month- and year-end schedules and provide external auditors with everything they need to move quickly and efficiently.
• Bring order to chaos: Lead special clean-up projects and implement streamlined processes to make reporting sharper, faster, and more reliable.
• Turn data into strategy: Go beyond the numbers by analyzing results, spotting trends, and providing recommendations that influence client growth.
• Be the go-to expert: Handle client billings, prepare financial statement footnotes, and take charge of monthly/annual filings (including 1099s, property tax, and sales tax).
• Shape client success from the start: Support onboarding by developing dashboards, KPIs, and financial reports that help new clients hit the ground running.
• Act as a trusted adviser to clients: Provide guidance beyond the numbers by offering insights, recommendations, and strategic support to help them achieve their business and financial goals.

AP & AR Management that makes a difference

• 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.

What you bring…

We’re looking for a seasoned professional with 4–8 years of relevant experience who thrives in a fast-paced, client-focused environment. You’ll succeed in this role if you bring:

• 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 (bonus points if you’ve worked across several platforms).
• 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.

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