JOB DETAILS
Client Accounting Services Senior
CompanyWindham Brannon
LocationChattanooga
Work ModeOn Site
PostedApril 18, 2026

About The Company
Windham Brannon is a recognized leader in providing advisory, assurance and tax services to clients both nationally and globally. Our mission is to create exceptional outcomes for our clients and our people, offering more than just technical insight you would expect – we offer more proactivity, more attention and more investment into goals and priorities. Our best-in-class professionals are responsive and diligent as your trusted advisors, getting ahead of your needs so you can be well-positioned within the marketplace.
• Dedicated Client Focus – We act as your trusted advisor, providing legendary client service that is attentive, collaborative and personalized to meet your needs.
• Industry Expertise – Our professionals possess premier knowledge and technical skill in a variety of industries, including national and global resources.
• Results-Driven Approach – As a trademark of our client service, we are motivated to deliver beyond the results you expect to help you succeed.
Learn more at www.windhambrannon.com
About the Role
<p><strong>Why Windham Brannon:</strong></p><p>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.<br> </p><p><strong>Offering more for your career…</strong></p><p>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.</p><p> </p><ul><li>Dedicated learning and development budget for each employee</li><li>Coaches who are dedicated to your career growth and development, helping you thrive in the workplace</li><li>Referral, performance, and business development bonus opportunities</li></ul><p><strong><br>Offering more for your life…</strong></p><p>Our competitive benefits package is designed to positively impact your life outside of work.</p><ul><li>Hybrid and flexible work environment</li><li>Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance</li><li>401(k) plan with company matching</li><li>PTO, paid holidays, and summer hours</li></ul><p><strong> </strong></p><p><strong>Offering more for your community…</strong></p><p>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.</p><p> </p><p><strong>Our CAS team is growing and is looking for a Senior to join the team…</strong></p><p> </p><p class="MsoNormal"><strong><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">What you’ll be doing…</span></strong></p><p class="MsoNormal"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">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.</span></p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Lead with impact</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: 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.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Be the problem solver</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Tackle and troubleshoot complex issues across bank and credit card reconciliations, journal entries, and general ledger accounts.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Own the details that matter</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Manage fixed asset registers, accrual schedules, prepaid assets, debt schedules, and other balance sheet accounts with precision.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Play a key role in audits</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Prepare month- and year-end schedules and provide external auditors with everything they need to move quickly and efficiently.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Bring order to chaos</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Lead special clean-up projects and implement streamlined processes to make reporting sharper, faster, and more reliable.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Turn data into strategy</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Go beyond the numbers by analyzing results, spotting trends, and providing recommendations that influence client growth.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Be the go-to expert</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Handle client billings, prepare financial statement footnotes, and take charge of monthly/annual filings (including 1099s, property tax, and sales tax).</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Shape client success from the start</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Support onboarding by developing dashboards, KPIs, and financial reports that help new clients hit the ground running.</span></li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Act as a trusted adviser to clients</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: Provide guidance beyond the numbers by offering insights, recommendations, and strategic support to help them achieve their business and financial goals.</span></li></ul><p class="MsoNormal"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> </span></p><p class="MsoNormal"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">AP & AR Management that makes a difference</span></strong></p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Lead accounts payable and receivable functions across multiple clients, ensuring accuracy, efficiency, and compliance.</span></li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Review detailed reconciliations, troubleshoot system challenges, and deliver polished reports that tie seamlessly to the general ledger.</span></li><li class="MsoNormal" style="mso-list: l1 level1 lfo2; tab-stops: list .5in;"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Provide oversight that keeps financial operations running smoothly so clients can focus on what they do best—growing their business.</span></li></ul><p class="MsoNormal"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; color: #414042;"> </span></strong></p><p class="MsoNormal"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; color: #414042;">What you bring…</span></strong></p><p class="MsoNormal">We’re looking for a seasoned professional with <strong>4–8 years of relevant experience</strong> who thrives in a fast-paced, client-focused environment. You’ll succeed in this role if you bring:</p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">Exceptional organizational and time management skills to stay on top of multiple priorities and deadlines.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">Proficiency in Excel (pivot tables, VLOOKUP, and more) with the ability to use data to solve problems and create insights.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">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).</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">Sharp attention to detail and a commitment to producing highly accurate work.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">The ability to balance multiple tasks, manage deadlines, and keep projects moving forward under pressure.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">Strong analytical thinking and problem-solving abilities to troubleshoot and resolve complex accounting issues.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">Excellent communication skills—both written and verbal—with a knack for explaining financial concepts clearly to clients and teammates.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">Sound judgment and the confidence to know when to make decisions independently and when to escalate issues.</li><li class="MsoNormal" style="mso-list: l2 level1 lfo3; tab-stops: list .5in;">A collaborative spirit—you’re comfortable working as part of a team but equally confident taking ownership of your work.</li></ul><p class="MsoNormal"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; color: #414042;"> </span></p><p class="MsoNormal"><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; color: #414042;"> </span></p><p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; color: #414042;">*Preferred:</span></strong><span style="mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; color: #414042;"> Consideration will be given to candidates in the Atlanta or Chattanooga area who are comfortable working in a hybrid model. We will also consider strong candidates that are remotely based in other geographics locations. </span></p><p><strong> </strong></p>
Key Skills
Financial statement preparationGAAPTax-basis accountingBank reconciliationCredit card reconciliationGeneral ledgerFixed asset managementAccrual accountingAudit supportAccounts payableAccounts receivableExcelSage IntacctOracle NetSuiteQuickBooksFinancial analysis
Categories
Finance & AccountingConsultingManagement & Leadership
Benefits
Learning and development budgetCareer coachingReferral bonusPerformance bonusBusiness development bonusHybrid work environmentFlexible work environmentDependent careLife insuranceDisability insuranceAccident insuranceCritical illness insurancePet insurance401(k) plan with company matchingPaid time offPaid holidaysSummer hours
Job Information
📋Core Responsibilities
You will oversee CAS staff while preparing and analyzing financial statements to provide clarity and insights to business owners. Additionally, you will manage accounts payable and receivable functions, troubleshoot complex accounting issues, and support client onboarding with dashboards and KPIs.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
231
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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