Job Description

Business Systems Integration Specialist

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 Atlantas 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 firms 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

• Bachelors 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.

Job Tags

Similar Jobs