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 opendoor 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 monthend 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 forwardthinking 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 cloudbased 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 Firms engagement approach and process.
- Develop an understanding of key metrics i.e. net bill rate/hour productivity ratio etc.
How Will You Get Here
- 35 years of experience in bookkeeping or accounting demonstrating a progression in complexity scope and number of engagement assignments.
- Bachelors or Masters degree in Accounting
- Knowledge of Generally Accepted Accounting Principles
Why Should You Apply
- Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays
- 20 25 days PTO for Salaried Employees
- Generous PTO for NonExempt Team Members
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- Health & Wellness Program
- Pet Insurance
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 EVerify please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications merit and business need.
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Required Experience:
Senior IC