How We Work:
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
Our Client Advisory Accounting Services provides a full suite of financial advisory services, including month-end accounting services, technology implementation, and support services, CFO level consulting, and strategy. We partner with our customers to learn their financial pain points and leverage our expertise to provide solutions that help them reach their goals. Our team is innovative and forward-thinking while remaining attuned to the unique needs of each customer.
How Will You Make an Impact?
- Develop and maintain thorough knowledge & application of Accounting Principles. Exhibit proficiency in complex bookkeeping skills.
- Manage, review, and prepare monthly financial statements.
- Track fixed assets and prepare depreciation schedules.
- Exhibit proficiency in various cloud-based accounting systems, including QuickBooks Online as well as, MS Excel.
- Coordinate all client assignments, including planning, budgeting of time and expenses, monitoring actual performance against budget, and reviewing work and deliverables for accuracy and completeness, suitability of presentation, and adequacy of disclosures.
- Demonstrate ability to assess current capabilities and experiences of team members to properly determine roles and assignments. Delegate work appropriately.
- Lead meetings with engagement teams and clients, ensuring objectives are met.
- Keep the Manager informed of all important developments during the engagement.
- Maintain a comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements.
- Provide specific, actionable, and timely feedback to team members, as appropriate. Prepare staff evaluation reports.
- Teach, coach, and integrate staff on the Firm’s engagement approach and process.
- Develop an understanding of key metrics, i.e., net bill rate/hour productivity ratio, etc.
How Will You Get Here?
- 3-5 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
- Bachelor's or Master’s degree in Accounting
- Knowledge of Generally Accepted Accounting Principles
Why Should You Apply?
- Career Path with Growth Opportunities
- Technical & Professional Development Plans
- Comprehensive Medical, Dental and Vision Insurance
- Health & Wellness Program
- Flexible Time Away for Exempt Team Members
- Generous PTO for Non-Exempt Team Members
- 401(k)
- Paid Parental Leave
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
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