Windham Brannon

Tax 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.

• 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 Tax practice is growing and we are looking to add a Senior to the team…

The Tax Associate will be given a wide variety accounting and tax assignments under the supervision of different professionals. Performance reviews are based on the quality of work, application of accounting knowledge, and time management skills. The length of time a Tax Associate will spend at this level will vary depending on his/her individual development.

What you will be doing…

• Reviews returns prepared by staff.
• Performs supervised technical research in situations requiring judgment and formulation of alternative courses of action.
• Prepares the more complex corporate, partnership, S-corp, and individual returns, as well as other returns requested.
• Prepares trust returns, as well as, amended returns
• Responds to and assists the tax staff in responding to tax notices. Reviews letters drafted by the tax staff verifying technical accuracy – with supervision.
• Initiates and reviews S-elections and requests for accounting changes as required.
• Reviews tax working papers as may be required.
• Acts as a resource for tax and accounting staff regarding tax questions they may have.
• Becomes the key client contact for engagements to develop and practice entrepreneurial skills.
• Increases the frequency and scope of client relationships through business and social meetings with supervisory and junior management personnel.
• Learns about the firm’s service capabilities so they can be offered to clients in appropriate circumstances.
• Cultivates initiative and creativity by taking charge of assignments, ascertaining what needs to be done, and doing it imaginatively and well.
• Builds productive relationships with managers, senior managers, and partners by keeping them informed about work progress, and by adapting to various management styles.

What you bring…

• Bachelor’s degree in Accounting or related subject
• CPA successfully achieved or in progress
• A minimum of 3 years in public accounting taxation
• Experience working with clients in similar industries including manufacturing, professional services, real estate, NFP, and HNWI