Senior Audit & Tax Associate/ Audit & Tax Associate

W3Global; Marietta (GA); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Health insurance

401(k) retirement plan

Job summary

W3Global in Georgia is seeking a Senior Audit & Tax Associate to lead audit engagements while supporting tax preparation, accounting, and financial reporting throughout the year. This hybrid, full-time role emphasizes strong public accounting experience and the ability to manage multiple client engagements.

The ideal candidate has 5+ years in auditing and tax, a solid knowledge of U.S. GAAP and GAAS, and the capacity to mentor junior staff and collaborate across teams.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or related field.
• 5+ years in auditing, accounting, and/or tax with audit fieldwork leadership.
• Public accounting or external audit experience.
• Strong knowledge of U.S. GAAP and GAAS.
• Ability to work across audit, tax, and accounting engagements.
• Proficiency in Excel.
• Excellent organizational and communication skills.
• Ability to mentor junior team members.

Responsibilities

• Lead audit engagements from risk assessment and planning through fieldwork, completion, and reporting.
• Support onboarding of new audit clients, including establishing audit workflows and maintaining documentation.
• Review audit workpapers and documentation prepared by junior staff, providing technical guidance, feedback, and mentorship.
• Perform and evaluate substantive testing and analytical procedures to assess the accuracy and completeness of financial statements.
• Use audit software to manage workpapers, reporting, and compliance-related tasks.
• Prepare and review audit schedules, management letters, reconciliations, and other audit documentation in accordance with professional standards.
• Analyze financial data to identify trends, discrepancies, and potential risk areas requiring further investigation.
• Prepare and review federal and state individual and business tax returns, including multistate returns, using tax preparation software.
• Respond to client inquiries and notices from taxing authorities, supporting IRS, state, and local examinations with appropriate documentation.
• Provide bookkeeping and financial reporting support using QuickBooks.
• Research complex auditing, accounting, and tax issues while monitoring regulatory changes to maintain compliance.
• Assist with U.S. federal and state compliance requirements, year-end reporting, and filing activities.
• Collaborate with audit, tax, accounting, advisory, payroll, and operations teams based on business needs.
• Identify opportunities to improve audit and tax workflows and contribute to special projects.

Skills

Leadership

Analytical skills

Communication

Attention to detail

Mentoring

Cross-functional collaboration

Multitasking

Problem solving

Education

Bachelor's degree in Accounting, Finance, Economics, Business, or related field

Master's degree in Accounting, Finance, or related field

CPA license

Tools

Microsoft Excel

QuickBooks

Thomson Reuters Engagement

UltraTax

Job description

About Our Client

Our Client is a full-service accounting and advisory firm providing audit, tax, accounting, payroll, and business advisory services to individuals, entrepreneurs, and businesses of various sizes. The firm emphasizes personalized client service, technical excellence, and collaborative teamwork while supporting clients with their accounting and financial compliance needs.

Senior Audit & Tax Associate

Location: Marietta, GA

Job Type: Full-Time

Work Arrangement: Hybrid

Experience: 5+ Years

About Our Client

Our Client is a full-service accounting and advisory firm providing audit, tax, accounting, payroll, and business advisory services to individuals, entrepreneurs, and businesses of various sizes. The firm emphasizes personalized client service, technical excellence, and collaborative teamwork while supporting clients with their accounting and financial compliance needs.

Position Overview

Our Client is seeking an experienced Senior Audit & Tax Associate to lead audit engagements while supporting tax preparation, accounting, and financial reporting activities throughout the year. Audit will be the primary focus of this hybrid role, with opportunities to contribute to tax and accounting engagements during off-peak audit periods.

The ideal candidate has strong public accounting or external audit experience, sound knowledge of U.S. GAAP and auditing standards, and the ability to lead fieldwork, review junior staff work, and manage multiple client engagements.

Key Responsibilities

• Lead audit engagements from risk assessment and planning through fieldwork, completion, and reporting.
• Support onboarding of new audit clients, including establishing audit workflows and maintaining documentation.
• Review audit workpapers and documentation prepared by junior staff, providing technical guidance, feedback, and mentorship.
• Perform and evaluate substantive testing and analytical procedures to assess the accuracy and completeness of financial statements.
• Use audit software to manage workpapers, reporting, and compliance-related tasks.
• Prepare and review audit schedules, management letters, reconciliations, and other audit documentation in accordance with professional standards.
• Analyze financial data to identify trends, discrepancies, and potential risk areas requiring further investigation.
• Prepare and review federal and state individual and business tax returns, including multistate returns, using tax preparation software.
• Respond to client inquiries and notices from taxing authorities, supporting IRS, state, and local examinations with appropriate documentation.
• Provide bookkeeping and financial reporting support using QuickBooks.
• Research complex auditing, accounting, and tax issues while monitoring regulatory changes to maintain compliance.
• Assist with U.S. federal and state compliance requirements, year-end reporting, and filing activities.
• Collaborate with audit, tax, accounting, advisory, payroll, and operations teams based on business needs.
• Identify opportunities to improve audit and tax workflows and contribute to special projects.

Required Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
• At least 5 years of experience in auditing, accounting, and/or tax, including leading audit fieldwork and reviewing junior staff work.
• Required experience in public accounting or external audit.
• Strong knowledge of U.S. GAAP and Generally Accepted Auditing Standards (GAAS).
• Ability to work across audit, tax, and accounting engagements; candidates seeking an audit-only career path may not be a suitable fit.
• Strong analytical skills and the ability to evaluate complex financial data and identify risk areas.
• Proficiency in Microsoft Office, particularly Excel.
• Excellent organizational, multitasking, and prioritization skills.
• Strong attention to detail and ability to follow established procedures.
• Effective communication and cross-functional collaboration skills.
• Ability to mentor junior team members and contribute positively to a team-oriented environment.

Preferred Qualifications

• Active CPA license; candidates actively pursuing CPA licensure with a clear plan toward completion are also encouraged to apply.
• Master's degree in Accounting, Finance, or a related field.
• Experience preparing individual and business tax returns.
• Full-cycle accounting experience.
• Familiarity with Thomson Reuters Engagement, QuickBooks, and UltraTax.
• Knowledge of International Financial Reporting Standards (IFRS).
• Experience supporting multistate tax returns and responding to tax authority inquiries.

Compensation & Benefits

• Competitive salary based on experience.
• Performance-based bonus.
• Medical, dental, and vision insurance.
• Life insurance.
• 401(k) retirement plan with company match.
• Paid vacation and holidays.
• Ongoing training and professional development.
• Opportunities for career growth.
• Collaborative and internationally diverse work environment.

Ideal Candidate Profile

The ideal candidate is an experienced public accounting professional who can independently manage audit fieldwork, review financial documentation, guide junior staff, and contribute to tax and accounting engagements throughout the year. Strong technical knowledge, client service skills, and flexibility across multiple service areas are essential for success in this position.