Executive Assistant & Client Change Professional
Windham Brannon job in Atlanta, GA
Our Operations department is seeking an Executive Assistant & Client Change Professional to join the team. The ideal candidate will be experienced in handling a wide range of administrative and executive support-related tasks and will be able to work independently with little or no supervision. This person must be exceedingly well-organized, flexible, and enjoy the administrative challenges of supporting a team within a large department.
Responsibilities of this position include:
§ Draft, revise, and format professional correspondence, reports, and presentations.
§ Manage distribution of Assurance engagement letters and coordinate document requests.
§ Organize and maintain client document retention systems, including light data analysis and entry.
§ Track and update due date reports for team members; follow up to ensure timely completion and accuracy.
§ Coordinate calendars and schedule internal/external meetings; arrange meals when needed.
§ Provide general administrative support as requested by team members.
§ Maintain and update client contact information across all relevant systems.
§ Enter expenses for Principals and assist with time entry as needed.
§ Arrange travel plans and itineraries for all levels, including CPE training and client meetings.
§ Foster professional relationships with clients and colleagues.
§ Proactively seek opportunities to support the team and take on cross-functional responsibilities.
§ Apply creative and solution-oriented problem-solving skills.
§ Handle sensitive client information with discretion and confidentiality.
§ Manage multiple projects simultaneously with a high level of attention to detail.
§ Perform monthly reconciliations of company credit card transactions.
§ Serve as the Assurance client change representative, updating all related platforms and assisting with Tax and Advisory PE entries.
§ Act as CRM entry admin; troubleshoot entries, perform data cleanup, and ensure platform accuracy.
§ Triage, assign, and complete requests within the Client Change Request Center.
§ Generate ad hoc reports upon request.
§ Support special projects as they arise.
In addition, the skills needed include:
§ Bachelor's degree or 3+ years of related experience
§ Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
Assurance Manager
Windham Brannon job in Atlanta, GA
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.
What you will do…
Develop effective working relationships with clients and firm associates
Lead and provide oversight for the planning and risk assessment, design and execution of audit procedures, and issuance of financial statements that are in compliance with GAAP
Effectively delegate responsibility by providing clear expectations and instructions, along with appropriate training and monitoring
Timely review workpapers, providing appropriate on-the-job training and coaching
Deliver strong quality control by ensuring compliance with internal audit methodologies and external requirements
Coach and develop associates and seniors
Participates in training and developmental opportunities
What you bring…
Required: CPA
Required: 5+ years of public accounting experience
Advanced knowledge of generally accepted accounting principles, financial statements disclosures, and generally accepted auditing standards required.
Experience working with clients in a variety of industries including but not limited to manufacturing, construction, hospitality, professional services, NFP, real estate, employee benefit plans, etc.
Prior experience managing audit engagements
Strong analytical, technical research, and project management skills
Strong character traits of integrity, objectivity and a high standard of ethics
SALT Associate
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms.
If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In this role, you will need to demonstrate professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary. This will include planning and preparing supporting workpapers, as well as identifying value-add suggestions for client utilization.
Essential Functions
+ Assist in the design of compliance processes and project prioritization for all SALT projects with the SALT leadership team
+ Review and assist in the filing of State and Local tax returns for sales and use taxes related to monthly and quarterly transactions
+ Interact with clients regarding filing issues, business license compliance and general tax research inquiries
+ Review and analyze summary data from state and local tax return filings
+ Assist in filing annual property tax returns and assist with research and audit support when necessary
+ Assist with real property tax appeals
+ Analyze continually changing tax laws and regulations in multiple jurisdictions
+ Assist with business license compliance and research nationwide for our clients
+ Develop and cultivate new business and enhance existing relationships with current clients
+ Support tax team with ongoing state and local audit initiatives and research
+ Assist with analysis of current business process issues and documentation to aid in enhanced business continuity and efficiency
Position Requirements
+ Bachelor's Degree in Accounting, Finance, or Taxation, or related fields
+ Proficiency in Microsoft Office suite - emphasis on Word and Excel
+ Ability to prioritize numerous projects to meet deadlines with attention to detail
+ Strong documentation and organizational skills with the ability to multi-task in a fast-paced environment
Preferred Requirements
+ Ability to work in a team environment as well as independently
+ Excellent interpersonal and communication skills
+ CPA or CMI certifications
+ Exposure to Microsoft Access and Caseware
+ 1 - 3 years of State and Local Tax experience
Assurance + Advisory Process Development Specialist
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms.
If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our Assurance + Advisory Process Development Specialist role, you will help lead innovation and process improvement initiatives within these practice areas. This role is ideal for someone who understands audit, review, compilation, and advisory workflows - and wants to roll up their sleeves to build, test, and deliver solutions alongside our development team.
You will be both strategic and hands-on: defining the product vision, gathering detailed requirements, working closely with developers during build cycles, and performing hands-on testing to ensure solutions meet the needs of practitioners.
Essential Functions
Product Ownership & Development Collaboration
Serve as the primary advocate for Assurance & Advisory teams in innovation projects.
Define, refine, and prioritize the product backlog based on business value and stakeholder input.
Collaborate closely with developers during sprint planning, daily standups, and review sessions.
Provide real-time feedback to developers and clarify requirements as features are built.
Ensure solutions are intuitive and aligned with practice workflows.
Business Analysis
Conduct workflow reviews to uncover pain points and opportunities for automation or process optimization.
Document current-state and design future-state processes, considering regulatory and quality standards.
Write detailed user stories, functional specifications, and acceptance criteria.
Partner with stakeholders to confirm that requirements reflect business priorities.
Testing & Quality Assurance
Develop and execute test cases for new features and system enhancements.
Perform hands-on functional testing, UAT, and regression testing to validate solutions.
Document and track defects, working with developers to resolve issues quickly.
Ensure deliverables meet performance, usability, and compliance expectations before release.
Stakeholder Engagement & Change Management
Facilitate workshops, demos, and feedback sessions with partners, managers, and staff.
Support solution rollout, including developing training content and assisting with adoption efforts.
Monitor and measure solution performance post-launch, recommending continuous improvements.
Position Requirements
Bachelor's degree in Accounting, Finance, Business, or related field required.
3+ years of experience in Assurance (audit, review, compilation) and/or Advisory within a CPA firm or professional services setting.
Familiarity with engagement management systems, audit workflow tools, or data analytics platforms (e.g., CaseWare, Thomson Reuters, CCH Engagement, IDEA, Power BI).
Ability to translate business needs into technical requirements and work directly with development staff and IT.
Excellent communication skills, able to work effectively with partners, staff, and developers.
Detail-oriented, collaborative, and proactive problem-solver.
Comfortable balancing multiple priorities in a fast-paced environment.
A&A Supervisor
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a full-service public accounting firm that offers tax, accounting, and advisory services. We are headquartered in Atlanta with a national reach while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities, and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top companies.
Summary
Supervisors on our Accounting + Advisory Services - Controllership Team lead recurring and project-based engagements with small to mid-sized businesses across industries. From implementing new workflows to resolving complex accounting issues and guiding junior staff, you'll serve as the point person for high-touch client service. We provide everything from year-end write-up work and monthly accrual conversions to full outsourced controllership, AP oversight, payroll compliance support, and internal or compiled financial reporting.
This isn't just accounting-it's partnering with clients to understand their operations, identify financial issues, and apply practical judgment. Our team relies on full-spectrum accounting knowledge and strong critical thinking to untangle issues, correct errors efficiently, and build meaningful financial reports.
This position is perfect for someone who enjoys working across platforms, improving systems, and training staff to reach their next level.
Essential Functions
Lead outsourced controllership and advisory engagements, ensuring quality and timeliness across deliverables.
Manage client relationships and internal teams to drive successful outcomes across recurring and project-based accounting needs.
Review and train team members in account reconciliations, financial reporting, payroll taxes, and more.
Hold kickoff meetings with new clients to define expectations and oversee successful onboarding.
Troubleshoot complex operational and accounting matters through direct collaboration with clients and team members.
Prepare financial statements including Balance Sheets, Income Statements, and Statements of Cash Flows.
Leverage financial ratios, ad hoc reporting, and performance metrics to analyze and present data to clients.
Oversee preparation of 1099s, W-2s, 941s, 940s, and other required federal/state payroll forms.
Utilize multiple accounting systems (e.g., QBO, Xero, NetSuite, Intacct, Acumatica) and CaseWare Working Papers.
Mentor client staff or internal team members on accounting procedures and system best practices.
Maintain organized documentation and adherence to firm and professional standards, including confidentiality and ethical conduct.
Position Requirements
Bachelor's degree in Accounting or Finance (required)
CPA license preferred
3-6 years of accounting experience, with at least 3 years in public accounting, ideally in outsourced accounting or CAS
Strong understanding of full-cycle accounting, GAAP, and internal controls
Experience managing staff and client relationships in a professional services setting
Strong analytical skills and ability to resolve complex problems independently or collaboratively
Excellent communication and time management skills across multiple projects
Client Accounting Services Senior
Windham Brannon job in Atlanta, GA
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 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.
*Preferred: 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.
Tax Processing Services Specialist
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms.
If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Essential Functions
Assembly of tax returns and tax-related documents
Strong oral and written communication skills both internally and externally
Prepare extensions, no business activity returns, basic individual and trust returns, POAs and quarterly estimated payments using e-forms and GoSystem Tax.
Draft responses to tax notices, assist with audit document production and other paraprofessional duties as assigned
Assist in fostering an environment of superior customer service, collaboration, commitment, and team spirit
Adhere to the highest degree of professional standards and strict client confidentiality
Proactive with problem-solving skills
Detail oriented and organized
Ability to prioritize and manage multiple tasks simultaneously
Follow through on tasks in a timely manner
Ability to cultivate strong professional relationships with clients and firm personnel
Ability to work overtime if needed, including evenings and weekends during the tax department's peak deadline periods
Additional paraprofessional tasks and special projects.
Qualifications
An Associate's Degree required, Bachelor's Degree preferred or two+ years of related experience
Experience providing administrative support
Proficient in use of computers and become proficient with firm utilized software
Excellent interpersonal and communication skills
Superior organizational skills, strong attention to detail, excellent time management skills and commitment to deadlines
Must have a sense of urgency, self-motivated, and team oriented with a strong work ethic
Ability to embrace change
Intermediate Word and Excel skills
Proficiency in Adobe Suite
Proficiency in Microsoft Outlook
Ability to format documents and spreadsheets effectively and efficiently
Experience in a professional services firm preferred
Marketing Manager
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one the region's top firms.
If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our Marketing Manager role, you will lead the development and execution of high-impact marketing initiatives that drive growth, enhance brand visibility, and contribute directly to revenue. This individual will combine creative vision with operational rigor, serve as a subject matter expert on our services, and bring clarity and excellence to everything from campaign strategy to content creation.
Essential Functions
Strategic Marketing & Planning
Develop and implement comprehensive marketing strategies aligned with company objectives and OKRs.
Conduct market research and competitive analysis to identify trends, customer needs, and opportunities for differentiation and growth.
Translate insights into actionable plans that balance short-term wins with long-term brand and business goals.
Product & Service Expertise
Act as the internal expert on the firm's services, deeply understanding offerings, value propositions, differentiators, and client pain points.
Translate complex service offerings into clear, compelling messaging that resonates with target audiences.
Draft original marketing content (e.g., landing pages, collateral, campaign messaging) and review/edit agency or vendor deliverables to ensure accuracy, clarity, and alignment with service positioning.
Serve as a key resource for educating internal teams and external partners on how best to communicate the value of the firm's services.
Campaign Development & Execution
Lead the end-to-end process for marketing campaigns, from ideation and concept development through execution and optimization.
Create scalable playbooks and repeatable frameworks that empower teams and business partners to independently activate marketing efforts.
Drive high-quality customer acquisition through targeted demand generation campaigns and optimized conversion funnels.
Brand & Market Growth
Strengthen brand positioning in existing markets while identifying and executing strategies to expand into new segments, industries, or geographies.
Act as a brand steward, ensuring consistent messaging, voice, and visual identity across all touchpoints.
Results-Driven Focus
Align marketing efforts with revenue goals, ensuring a clear connection between strategy, execution, and measurable ROI.
Manage time and priorities effectively dedicating the majority of effort to proactive, strategic initiatives that drive long-term impact.
Encourage experimentation and data-informed testing to uncover high-performing strategies.
Position Requirements
3-5 years of progressive experience in marketing, with a strong focus on professional services, consulting, or B2B industries.
Proven ability to translate complex service offerings into compelling marketing strategies and content.
Strong writing and editing skills, with experience developing original content and refining outsourced work.
Demonstrated success in driving revenue-aligned marketing campaigns and brand growth.
Excellent communication and collaboration skills across functions and levels.
Passion for staying current on industry best practices, marketing tools, and emerging trends.
Must be able to establish a high level of credibility with his/her clients. Uses positive influence to manage peers and/or individuals higher in rank and demonstrates the ability to foster strong relationships.
Government Contract Accounting Supervisor
Atlanta, GA job
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Hunstville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Key Responsibilities:
Supervise and support clients in maintaining government contract-compliant accounting, including managing staff responsible for transaction entry, financial cleanup, and preparing invoices for various contract types (FFP, T&M, CPFF).
Review financial statements and indirect cost rate calculations for government contractor clients.
Guide clients in resolving accounting challenges related to government contracts, including cost allowability, allocability, and compliance with government regulations.
Provide strategic advisory services to optimize financial performance, improve reporting, and ensure adherence to industry's best practices.
Stay updated on government contracting regulations, accounting standards, and compliance requirements to proactively advise clients.
Lead and mentor junior accountants, fostering a collaborative and high-performance work environment.
Ensure high-quality deliverables within deadlines while exceeding client expectations.
Develop and prepare annual forward pricing budgets to support financial planning and government contract compliance.
Ideal Candidate Qualifications:
Bachelor's degree in Accounting.
3+ years of experience in government contracting.
In-depth knowledge of Federal Acquisition Regulations (FAR) and Cost Accounting Standards (CAS).
Experience with government contract accounting software (e.g., Deltek Costpoint, Unanet) preferred.
Excellent analytical and problem-solving skills, with attention to detail.
Effective leadership, communication, and interpersonal skills, to collaborate with clients and internal teams.
#LI - remote
Auto-ApplyBusiness Systems Integration Specialist
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms.
If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our Business Systems Integration Specialist role, you will oversee the day-to-day technical integration of newly acquired CPA firms. This role is critical to ensuring smooth transitions of business systems, secure and accurate data migrations, and alignment of technology platforms post-acquisition.
This person will work hands-on with IT, Finance, HR, and client service teams to migrate and consolidate systems, streamline workflows, and ensure data integrity. The ideal candidate is process-driven, technically savvy, and thrives on solving complex integration challenges.
Essential Functions
System Integration & Implementation
Assess current-state business systems of acquired firms (accounting, tax, audit, HRIS, CRM, workflow tools).
Develop and execute integration plans for aligning systems with the firm's standard technology stack.
Coordinate with IT and vendors to ensure system compatibility and smooth cutover.
Manage system configuration and testing before go-live to minimize disruptions.
Data Migration & Quality Assurance
Lead data mapping, cleansing, and transformation efforts to migrate client, employee, and financial data accurately.
Work with stakeholders to validate migrated data for completeness and accuracy.
Create and maintain documentation for data processes and mappings for future reference.
Troubleshoot and resolve data issues during and after migration.
Cross-Functional Collaboration
Partner with Operations, HR, and Finance teams to ensure systems support business needs post-integration.
Train end-users on new systems and workflows, ensuring smooth adoption.
Act as the main point of contact for integration-related technical issues.
Project Management & Reporting
Maintain detailed integration project plans, timelines, and risk registers.
Track progress of system cutovers and data migration milestones, escalating issues as needed.
Provide regular status updates and post-integration reports to leadership.
Position Requirements
Bachelor's degree in Information Systems, Business Administration, Accounting, or related field (or equivalent experience).
2+ years of experience in business systems administration, IT integration, or data migration (experience with CPA firm or professional services systems preferred).
Hands-on experience with accounting, CRM, and workflow tools common in CPA firms (e.g., CCH, Thomson Reuters, QuickBooks, Practice Management systems).
Strong understanding of data migration best practices, including mapping, ETL, and validation.
Proficiency in Excel, and data manipulation tools.
Familiarity with APIs, SQL, integrations, and system automation tools a plus.
Excellent problem-solving and analytical abilities.
Clear communication skills, able to translate technical concepts for non-technical stakeholders.
Highly organized with the ability to manage multiple projects and deadlines.
Spring 2027 Full-time Internship
Atlanta, GA job
Full-Time, Busy-Season Internship - Spring 2027
Are you ready to gain real world experience at one of the nation's fastest growing accounting and advisory firms? At Frazier & Deeter, we offer more than just an internship, we offer a true preview of your future career. With offices across the U.S. and in the U.K., and clients ranging from startups to Fortune 500 companies, your potential here is limitless.
Why intern with Frazier & Deeter?
At Frazier & Deeter, our interns are treated as valued team members from day one. You'll work side by side with professionals at all levels, gain exposure to real client work, and receive valuable feedback to help you grow. We go beyond the classroom, giving you hands on experience that prepares you for success in your career.
Our dynamic and supportive culture emphasizes collaboration, learning, and personal growth. You'll have opportunities to connect with team members across departments and levels through mentoring, events, and one on one conversations. We're invested in building strong relationships with our people, our clients, and our communities.
What will my day-to-day look like as an intern?
Each day as an intern at Frazier and Deeter is different, and that's part of what makes this experience so valuable. You'll be exposed to a wide variety of responsibilities depending on your track:
TAX
Participate in comprehensive training on tax processes, tools, and best practices
Work closely with professionals at all levels in a collaborative environment
Prepare tax returns for individuals, partnerships, and S corporations
Attend networking events and build lasting relationships with peers and professionals
AUDIT
Assist seniors and managers on client engagements across various industries
Perform audit testing in areas such as planning, financial statement accounts, and internal controls
Contribute to ad-hoc departmental projects
Travel to client sites and gain hands-on experience with real world audit processes
Take ownership of specific sections of engagements, often functioning as the primary associate
Receive ongoing feedback and mentorship from team leaders
Connect with your Intern Buddy for support and advice
Participate in social and networking events with FD staff and fellow interns
What We're Looking For:
We're seeking motivated, team-oriented individuals who are ready to learn and make an impact.
Key qualifications include:
Positive attitude and eagerness to grow
Strong problem solving and critical thinking skills
Professional verbal and written communication abilities
Solid work ethic and attention to details
Openness to feedback and a collaborative mindset
Proficiency in Microsoft Office (Outlook, Excel, Word, and PowerPoint)
Pursuing a degree in Accounting
Audit Only: Valid driver's license and ability to travel to client sites
Learn more about Frazier & Deeter at frazierdeeter.com and on social media @frazierdeeter
Sponsorship not available for this position.
We are unable to consider applicants requiring work authorization (including OPT, CPT, or other visa types).
Auto-ApplyPassthrough Tax Principal
Atlanta, GA job
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
A Tax Principal works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.
Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Duties/Responsibilities:
Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns
Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
Monitor engagement profitability through managing budgets, billing, and client expectations effectively
Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients
Education and Experience:
A Bachelor's degree and/or Master's degree in Accounting
Active CPA license
10+ years of Passthrough Tax experience in public accounting
Drive business development by identifying opportunities to expand relationships with passthrough clients and attract new clients to the firm
Tax Compliance and Consulting, specifically with passthrough entities
Strong background in preparing and reviewing partnership and S corporation tax returns (e.g., Form 1065 and Form 1120S)
Experience with multi-state tax filings and nexus considerations
Proven expertise in overseeing complex client engagements and delivering high-quality client service
Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
Ability to develop tax planning strategies for clients
Experience supervising, training, developing, and reviewing the work of staff and senior associates
#LI - remote
Auto-ApplyDesktop Engineer
Atlanta, GA job
Desktop Cloud Engineer
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one the region's top firms.
If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
A true partner within the business, our IT team works globally as one cohesive unit comprised of collaborative professionals who take pride in support and customer service. Core areas include solutions delivery and application development, network operations, workforce services and information services/knowledge management.
Summary
The Desktop Cloud Engineer is responsible for managing, deploying, and maintaining Smith + Howard's end-user computing environment with a focus on Microsoft Intune and Windows Autopilot. This role ensures seamless device provisioning, policy enforcement, software deployment, and endpoint security across the enterprise. The position also includes ownership of software packaging and distribution, ensuring applications are properly engineered, tested, and deployed through modern management platforms. In addition, the Desktop Cloud Engineer serves as a Level 3 escalation point for complex end-user computing issues, providing expert-level troubleshooting and root-cause analysis to resolve advanced technical problems and prevent recurrence.
The ideal candidate is a detail-oriented IT professional with strong technical knowledge of modern endpoint management and a passion for improving the user experience through automation and standardization.
Essential Functions
Design, configure, and manage Microsoft Intune for device management, application deployment, compliance policies, and conditional access.
Implement and maintain Windows Autopilot for zero-touch provisioning and streamlined onboarding of new devices.
Expertise in patching, vulnerability remediation, and optimizing Windows Update for Business rings.
Build and maintain golden images and configuration profiles to standardize device setups across the organization.
Advanced experience with software packaging, testing, and deploying applications (Intune Win32, MSI, EXE).
Support and maintain Windows 11 endpoints, including patching, updates, and performance optimization.
Develop and maintain PowerShell scripts and automation tools for endpoint management and reporting.
Collaborate with IT security to ensure endpoints meet corporate compliance and security requirements (BitLocker, Defender, encryption, etc.).
Troubleshoot Intune enrollment issues, Autopilot deployment failures, and general device management problems.
Support integration between Intune, Azure Active Directory, and other Microsoft 365 services.
Provide Tier 3 support for desktop-related issues escalated from the service desk.
Assist in managing and resolving tickets in Level 3 support queue.
Working knowledge or Microsoft 365 suite of products
Other duties as assigned.
Position Requirements
4+ years of experience in a Desktop Engineer, Endpoint Administrator, or similar role.
Hands-on experience with Microsoft Intune and Windows Autopilot in a production environment.
Strong knowledge of Windows 11, Active Directory, Azure AD, and Group Policy.
Experience with PowerShell scripting for automation and configuration management.
Familiarity with Microsoft 365 and Endpoint Security solutions (Defender, Conditional Access, etc.).
Understanding of networking fundamentals and how they relate to endpoint connectivity.
Excellent troubleshooting and analytical skills.
Strong organizational and analytical skills; oral and written communication skills
Experience working with virtual / remote staff members.
Preferred Qualifications
Microsoft certification such as MD-102 (Endpoint Administrator Associate), MS-101, or AZ-104.
Experience with co-management (Intune + Configuration Manager).
Knowledge of mac OS and mobile device management (MDM) platforms.
Experience supporting hybrid or global environments.
Key Competencies:
Strong attention to detail and organizational skills.
Excellent project management skills
Ability to take initiative and lead projects.
Excellent communication and documentation abilities.
Ability to work independently and as part of a collaborative IT team.
Proactive mindset with a focus on continuous improvement and automation.
Why Join Us?
You'll be part of a collaborative Technology Operations team focused on improving the digital employee experience across the company. We value problem solvers who take initiative and bring both technical expertise and customer-first mindset to workplace technology challenges.
Tax Senior
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms.
If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our tax senior role, you will communicate with our clients and get an understanding of their businesses and how we can help them be successful. This will include performing various aspects of tax compliance, projections, preparing responses to tax notices, assistance with special projects, and communicating with clients and building relationships.
Essential Functions
+ Adhere to professional ethics of the firm, AICPA and Georgia Society of CPA's.
+ Adhere to firm policy regarding client confidentiality.
+ Demonstration of professional interest in providing clients with quality services and personal attention by performing “above and beyond the call of duty” if necessary.
+ Assists in handling routine audits, questions, and notices from federal or state agencies.
+ Frequent client contact, especially with respect to updating clients on progress of outstanding items and answering basic questions.
+ Requests appropriate information from clients and/or supervisors to prepare tax returns and other filings.
+ Meet chargeable hour goal of 1,700 annually.
+ Meet interim billable hour goals (i.e. - 750 hours during busy season, monthly budgets, etc.).
+ Pass CPA exam and CPA eligible (have completed 150 semester hours of education).
+ Act as a mentor and role model for tax staff.
+ Identifies apparent tax issues; able to discuss them effectively with others; works with partners, other client service team members and appropriate firm experts to manage timely resolution.
+ Prepare/supervise preparation of tax accrual workpapers.
+ Prepares more complex tax returns for review and thoroughly addresses all review points after reviewed.
+ Reviews tax law developments and determines which developments apply to clients.
+ Assists with the presentation and delivery of in-house training.
Position Requirements
+ Bachelor's degree in Accounting/Finance or other relevant degree program
+ CPA license strongly preferred
+ Two to five years of public accounting experience, preferred
+ Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
+ Proficient in Microsoft Office applications
+ Ability to multi-task with excellent written and verbal communication skills
+ Must be able to meet assigned deadlines in a fast-paced, team environment
Controller
Atlanta, GA job
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of the region's top firms.
If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
This role will be a part of our Business Office Services practice- a specialized offering designed to help independent schools address operational inefficiencies, staffing gaps, and financial challenges.
Independent schools face increasing pressures to innovate and optimize financial and operational processes while maintaining long-term sustainability. Recognizing these challenges, Smith + Howard provides tailored business office solutions that help schools strengthen their financial health, improve operational efficiency and identify opportunities for financial growth. The new service offering includes:
Business Office Assessments - Comprehensive evaluations to identify inefficiencies and implement best practices.
Fractional Leadership - Experienced financial professionals to provide interim or part-time leadership for schools in transition.
Full or Partial Business Office Outsourcing - Customized solutions to help schools streamline operations while ensuring continuity and institutional knowledge retention.
Key Responsibilities:
Controllership:
Manage Accounts Receivable, including recording payments from various sources (Raiser's Edge, Square, Homeroom, etc.).
Reconcile monthly bank, credit card, and loan payable account statements, and manage all bank feed activity.
Prepare month-end entries for investments, liabilities, fixed assets, earned revenue, and pledge receivables.
Reconcile FACTS and Raiser's Edge data with QBS monthly.
Prepare and process payroll entries, ensuring payroll deductions are current and accurate.
Track and reconcile Pledge Receivables monthly; assess for collectability.
Support treasury management, including approved money movements for working capital, endowment transfers, and bond-related payments.
Review and reconcile balance accounts, including allowances for doubtful accounts and deferred revenue.
Financial Reporting:
Prepare and distribute monthly Budget vs Actual Reports by department.
Load annual budget data into QBS and ensure proper reporting.
Maintain New Asset Roll-forward schedules for audits.
Provide customized monthly financial reports for various school programs (Home & School, Green & White).
Support the preparation of annual financial statement audits and 990 tax filing.
Relationship Management:
Participate in bi-weekly meetings with Admissions to develop contract language and prepare for enrollment (new and returning students).
Attend Home & School meetings and provide support for parent programs and special funds.
Engage in bi-weekly Business Office meetings to ensure smooth operations and communication across teams.
Offer recommendations for process improvements and cost-saving measures.
Collaborate with the Director of Finance & HR on HR-related tasks and communications.
Payroll & Benefits:
Ensure payroll entries are processed bi-weekly, with formal signoffs on changes, additions, and corrections.
Manage and reconcile payroll deductions for tuition in FACTS.
Support Benefit Deductions, 403(b), and Affordable Care Act Reporting.
Address employee inquiries related to payroll, stipends, and HR benefits
Accounts Payable & Expense Management:
Process accounts payable transactions and expense management using approved software (BILL and Divvy).
Ensure all transactions have proper supporting documentation in QBS, BILL, and Divvy.
Oversee the timely approval and payment of bills and reimbursement requests.
Tuition & Fee Management:
Ensure all tuition and fee activity is recorded and reconciled in FACTS and QBO.
Oversee the re-enrollment process, entering contracts, payments, financial aid, and scholarships into FACTS.
Reconcile Tuition, Financial Aid, and Scholarships data with Admissions.
Ensure all received payments (tuition, fees, advancement) are properly deposited and recorded in QBO.
Capital Assets & Investments:
Maintain PP&E Fixed Asset Schedule, including CIP, and record depreciation entries in QBO.
Track and reconcile investment activities and update schedules for US Bank, Alternative Investments, and Term Bonds.
Monitor and record any related entries in QBO.
Audit & Compliance:
Prepare for and support annual financial statement audits, ensuring all necessary documentation is gathered.
Assist with the preparation of 990 tax filings and other required audit documents.
Ensure compliance with internal financial policies and accounting standards.
Treasury & Cash Flow Management:
Support treasury functions, including monitoring working capital, endowment transfers, and bond-related payments.
Ensure that all money movements, including ACH payments and transfers, are accurately recorded.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field.
Minimum of 3-5 years of experience in financial management or accounting, preferably in the education sector.
Experience with accounting software, preferably QBO, BILL, and Divvy.
Strong knowledge of financial reporting, reconciliations, payroll processing, and accounts payable/receivable.
Excellent communication and interpersonal skills, with the ability to collaborate across teams.
Strong attention to detail and ability to work independently.
Ability to handle multiple priorities and meet deadlines in a fast-paced environment.
Familiarity with audit processes and tax reporting (990 forms)
Key Attributes for Success:
Strong teamwork and collaboration with the Business Office and other departments.
Ability to manage and optimize financial systems (QBO) for maximum efficiency.
High level of integrity and attention to detail in handling financial data.
Proactive approach to identifying and solving financial and operational challenges.
Assurance Senior Manager
Windham Brannon job in Atlanta, GA
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.
What you will do…
Develop effective working relationships with clients and firm associates
Lead and provide oversight for the planning and risk assessment, design and execution of audit procedures, and issuance of financial statements that are in compliance with GAAP
Effectively delegate responsibility by providing clear expectations and instructions, along with appropriate training and monitoring
Deliver strong quality control by ensuring compliance with internal audit methodologies and external requirements
Coach and develop associates and seniors
Participates in training and developmental opportunities
Develop and strengthen relationships with clients and prospects to identify new opportunities for Windham Brannon or additional service opportunities to our clients, as appropriate.
Participate in client presentations and prospect meetings and proposals.
What you bring…
Required: CPA
Required: 8+ years of public accounting experience
Advanced knowledge of generally accepted accounting principles and generally accepted auditing standards
Experience working with clients in a variety of industries including but not limited to manufacturing, construction, hospitality, professional services, NFP, real estate, employee benefit plans, etc.
Prior experience managing audit engagements
Strong analytical, technical research, and project management skills
Strong character traits of integrity, objectivity and a high standard of ethics
Advisory Experienced Associate
Atlanta, GA job
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Details The Advisory Associate will work closely with senior team members and clients to ensure high-quality outcomes, while continuing to build your technical expertise and consulting skills. You will be responsible for the day-to-day execution and delivery of a range of projects focused on SOC examinations and reporting, IT internal audit and advisory, IT governance and risk assessment, system implementation reviews, Sarbanes-Oxley compliance, PCI, and information security. The Advisory practice is well positioned to pace the overall growth of the Firm due to our unique positioning in the marketplace and overall demand for our services. We are seeking self-motivated and qualified candidates with a passion for quality client service to join our growing team. The most successful candidate will have most or all of the following characteristics:
1+ years IT audit experience
CISA candidate, other certifications accepted (CPA, CISSP, CIA, etc.)
Demonstrated success in a client service role, preferably with Big 4 or national advisory firm
Familiarity with variety of technologies, operating systems, databases, and reporting and data analytics tools
Ability to interact with external auditors and members of management to deliver expectations and communicate and interpret key audit priorities and issues, including PCAOB and AICPA trends
Exceptional organizational skills with capability to present to Board / C-suite audience
Strong written and verbal communication skills
Experience related to the following areas:
SSAE 18 / SOC 1 / SOC 2
Sarbanes-Oxley and PCAOB requirements
IT risk assessment / operational IT audit
IT general controls
COBIT framework
PCI
Information security / cyber frameworks (ISO 27000, NIST, AICPA, etc.)
HIPAA
Systems development life cycle
Business acumen, ability to anticipate and escalate issues
Ability meet deadlines
Working knowledge of basic financial accounting, auditing and financial reporting concepts
Ability and appetite to invest into relationships
Exemplify a positive attitude and strong work ethic with a commitment to teamwork and professionalism
Ability to travel up to 20%
Auto-ApplyBusiness Development Manager
Atlanta, GA job
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Details: Frazier & Deeter is looking for an experienced Business Development Manager responsible for selling professional services. This role will develop new business in Atlanta and surrounding areas. Successful candidates will identify and educate prospective new clients on Frazier & Deeter service offerings, demonstrate value of the Firm to prospects, sell and close business. Primary Responsibilities: (other duties may be assigned)
Collaborating with FD partners for subject matter expertise, deal coordination and smooth transition of client relationship.
“Selling with” and successfully influencing others to work collaboratively during the sales cycle.
Team player, self-starter, action/results-oriented; strong follow-through.
Balancing a variety of prospecting techniques, including “in the market” activities with referral partners, centers of influence, marketing events, direct prospecting, and other lead generation methods.
Strong executive presence and professional image.
Focused on relationship development within the C-Suite. Specifically, CFO, Chief Audit Executive, CAO, CTO, CIO, CISO, CMO
High degree of discretion dealing with confidential information.
Requirements:
Experience selling professional services, preferably tax, audit, and advisory/consulting services.
Seasoned prospecting expertise with the ability to develop new business in large enterprises.
Demonstrated track record of quota attainment.
Strong selling and relationship management skills; ability to manage the full sales cycle, from opportunity identification to close, coordinating on complex deals in collaboration with Frazier & Deeter partners.
Willingness to travel out of market to conferences and support advisory department efforts across the firm
Strong working knowledge of our core and surrounding markets.
Four-year college degree preferred but not required.
#LI - hybrid
Auto-ApplyTax Supervisor
Atlanta, GA job
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
A Tax Supervisor works closely with partners and managers, as well as staff and clients and is responsible for planning, supervising, reviewing, and completing client engagements. A Tax Supervisor provides proactive tax savings and profitability suggestions for clients and begins to work to attract new clients, to cultivate client relationships, and to serve as a key contact for designated clients.
Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Duties/Responsibilities:
Prepare and review complex federal, state, and international tax returns for individuals, corporations, and partnerships
Conduct thorough research on complex tax issues and provide well-supported recommendations and solutions to clients and internal stakeholders.
Assist in responding to inquiries and correspondence from tax authorities, including drafting letters and supporting documentation and communicating with IRS personnel.
Assist in setting direction of engagement and begin to monitor and budget time incurred.
Participate in client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively.
Strong analytical skills and attention to detail, with the ability to interpret complex tax laws and regulations.
Strong organizational skills and the ability to manage multiple tasks simultaneously while maintaining accuracy and efficiency.
Experience supervising, training, developing, and reviewing the work of associates and senior associates.
Education and Experience:
A Bachelor's degree and/or Master's degree in Accounting.
Active CPA license preferred or actively pursuing certification
5+ years of progressive public accounting tax experience.
Expertise in individual, corporate, and pass-through taxation.
Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
Ability to develop tax planning strategies for clients.
Experience supervising, training, developing, and reviewing the work of staff and
#LI - hybrid
Auto-ApplyAssurance Senior
Windham Brannon job in Atlanta, GA
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 Assurance practice is growing, and we are looking for a Senior to join the team…
What you will be doing…
Conduct all phases of attest engagements in accordance with Windham Brannon methodology, including planning, risk assessment, research, reporting of findings, and other procedures as required.
Prepare workpapers to document scope and findings of the engagement in accordance with AICPA standards.
Complete assignments, tasks, and project components in a timely, accurate, and budget-conscious manner.
Perform technical research and develop and present own conclusions to present to supervisors.
Timely review workpapers prepared by associates and interns, providing appropriate on-the-job training and coaching
Draft financial statements and related disclosures in accordance with GAAP.
Effectively supervise, train, and mentor associates and interns on engagements.
Provide timely status updates of engagement to the manager and partner
Manage day-to-day client relations and develop an effective working relationship with the client.
What you bring…
Undergraduate degree required
3+ years of audit experience required
Advanced knowledge of generally accepted accounting principles, financial statements disclosures, and generally accepted auditing standards required.
Experience working with clients in a variety of industries including but not limited to manufacturing, construction, hospitality, professional services, NFP, real estate, employee benefit plans, etc.
CPA successfully achieved or in progress
Excellent project management and organizational skills
Strong problem-solving and communication skills
Client service oriented