Windham Brannon

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 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…

The CAS Manager is a key member of the CAS Leadership Team, responsible not only for delivering high-quality client service but also for driving the implementation of practice-wide initiatives and programs. This position plays a vital part in supporting the practices’ growth and profitability while also developing and mentoring internal team members, supporting their growth and success within the firm. CAS Manager at times may perform interim roles for clients during transitions, medical leaves, or during extended absences.  

• Prepare/review and troubleshoot any issues with bank and credit card transactions and reconciliations.
• Oversee and review all general ledger reconciliations and prepare/review client month-end close journal entries.
• Prepare/review fixed asset registers.
• Prepare/review prepaid and accrual schedules.
• Oversee the month-end close process.
• Prepare/review schedules for external auditor requests, when requested.
• 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.
• Streamline accounting processes for financial reporting and internal control efficiencies.
• Ability to analyze financial results and make recommendations to client management.
• 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.

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.
• Prepare/review sales tax returns.

What you bring…

• 5+ years of relevant experience
• CPA preferred
• 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 others
• 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. The CAS team works remotely, with periodic in-office meetings for those in the local market.  We will also consider strong candidates that are remotely based in other geographic locations.