Staff Accountant & Tax Associate

W3Global; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

W3Global is seeking a dedicated Staff Accountant & Tax Associate to join our Atlanta-based team. You will handle day-to-day bookkeeping, payroll, and sales tax for multiple clients, while preparing tax returns and supporting CFO-level advisory work.

You will work closely with leadership to deliver accurate financial statements, budgets, and cash flow insights, helping clients navigate tax compliance and planning with precision.

Qualifications

• 2–4 years of experience in bookkeeping or public accounting.
• Proficiency in QuickBooks Online is required; experience with tax software is a major plus.
• Basic understanding of tax forms; training provided.
• Willingness to handle data entry and payroll with meticulous attention.

Responsibilities

• Manage weekly and monthly bookkeeping for multiple clients.
• Process full-cycle payroll including new hire setup.
• Manage Accounts Payable and Accounts Receivable.
• File monthly/quarterly Sales Tax returns.
• Prepare drafts of annual tax returns for businesses and individuals.
• Assist in quarterly tax projections and organize client tax data.
• Prepare monthly financial statements and budgets; assist with cash flow forecasts.

Skills

Attention to detail

Public accounting experience

Communication skills

Tools

QuickBooks Online

Drake Tax

UltraTax

ProConnect

Job description

Job Description

We are seeking a dedicated, detail-oriented Staff Accountant & Tax Associate who wants to grow their career with us.

Description

Position Overview

We are seeking a dedicated, detail-oriented Staff Accountant & Tax Associate who wants to grow their career with us. In this role, you will handle the day-to-day financial operations for our business clients-including bookkeeping, payroll, and sales tax. You will also have the opportunity to expand your skills by preparing tax returns and assisting with high-level advisory services, such as budgeting and cash flow analysis.

Key Responsibilities

• Bookkeeping & Payroll (Primary Focus):
• Manage weekly and monthly bookkeeping for multiple clients (bank feeds, reconciliations, categorization).
• Process full-cycle payroll, including new hire setup and benefit changes.
• Manage Accounts Payable (A/P) and Accounts Receivable (A/R) as needed.
• File monthly/quarterly Sales Tax returns.
• Tax Preparation & Compliance:
• Prepare drafts of annual tax returns for businesses (1065, 1120S) and individuals (1040) for review by the Managing Partner.
• Assist in running quarterly tax projections and organizing client tax data.
• Financial Reporting & "CFO" Support:
• Prepare monthly financial statements (Balance Sheet, P&L) and ensure general ledgers are clean.
• Assist in the creation of annual budgets and "Budget vs. Actual" reports.
• Help compile data for cash flow forecasts and annual tax plans.

Qualifications

• Experience: 2-4 years of experience in bookkeeping or public accounting.
• Tech Stack: Proficiency in QuickBooks Online is required. Experience with tax software (e.g., Drake, UltraTax, ProConnect) is a major plus.
• Tax Knowledge: Basic understanding of tax forms; we will train you on the complex planning strategies.
• Mindset: You must be willing to do the "small stuff" (data entry/payroll) with the same attention to detail as the "big stuff" (tax returns).

Why Join Us?

• Mentorship: You will work directly with firm leadership and learn how to perform high-level CFO advisory and complex tax planning.
• Growth: We promote from within. This is a perfect role for a bookkeeper ready to become a full-stack accountant.

About The Company

At company, we are deeply committed to the growth and success of our teams, as well as providing exceptional service to our current and future clients. Our commitment is rooted in our distinct vision, the values we uphold, and the unique experience we deliver.