CAAS Outsourced Accounting Associate

Whitley Pennoneofthe nations leading audit tax and advisoryfirms is looking for an Accounting Associate to join our Client Accounting & Advisory Services (CAAS) Outsourced Accounting team!

The Accounting Associate is expected to demonstrate a basic knowledge of accounting and bookkeeping skills. With the ability to appropriately apply them to a wide variety of clients under the supervision of experienced professionals. Assignments will include diverse accounting and bookkeeping tasks to build your skills in advising clients on their financial operations. Proficiency in cloud-based accounting systems such as QuickBooks Online as well as Microsoft Office Excel is required for this position. Performance is evaluated based on the quality of work application of accounting knowledge and ability to meet specified time constraints and deadlines.

Whitley Penn has become one ofthe fastestgrowing public accounting firms by providingexceptional personalizedservice that reaches far beyond traditional addition toAudit and Taxsolutions we offer awiderange of Advisoryand Consulting collaborative teams with an emphasis onan open-door policyentrepreneurial thinking and Whitley Penn welearn innovate andachieveby sharing knowledge embracingnew ideas and working for professionals who think likeowners and want to bepart of shaping a high-growth firm.

Position Details:

Title: Accounting Associate

Classification: Full-time; Exempt

Department: CAAS Outsourced Accounting

Location: Dallas

Office Expectations/Hours: In-office position; general work schedule is Monday Friday 8 hours/day between 8am to 5pm with overtime as needed.

What You Will Do

• Maintaining client financial records beginning with entering transactions and progressing through month-end close and the preparation of financial statements
• Analyze monthly results with senior accountants and offer input for client improvements.
• Develop and exhibit proficiency in a variety of cloud-based accounting systems including QuickBooks Online.
• Demonstrate a strong work ethic strong time management skills and the ability to meet deadlines in a fast-paced environment; assume responsibility for your work and assist others when needed. Be self-motivated.
• Demonstrate organizational skills and ability to multi-task requiring a balance of responsiveness to multiple Managers/supervisors.
• Exhibit creativity by expressing new ideas and thinking outside the box; be solution-minded.
• Exhibit strong communication skills both orally and in writing. Actively listen and clearly communicate ideas and information.
• Establish networks and relationships across the Firm. Develop knowledge of the Firm (history strategy policies processes best practices etc.).
• Seek opportunities to add new experiences/assignments that increase your commitment and capability within the Firm by participating in programs such as wellness recruiting etc.
• Learn and apply best practices for client communications (Email voicemail telephone face-to-face).
• Gain a comprehensive understanding of client operations processes and business objectives and utilize that knowledge in engagements.

What You Need to Get Here

• Bachelors or Masters degree in Accounting
• CPA eligibility/license preferred
• 1 years of experience in bookkeeping or accounting demonstrating a progression in complexity scope and number of engagement assignments
• Knowledge of Generally Accepted Accounting Principles

Why Whitley Penn

Our total rewardsareincrediblycompetitive. We work hard and recharge so that we can be our best selves for our of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays with extended breaks around July 4^th and year end
• 20 days PTO
• 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 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: All employment is decided on the basis of qualifications merit and business need.

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Required Experience:

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