CAAS - Outsourced Accounting Associate

Whitley Penn; Dallas (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

PTO 20 days

Parental Leave

401(k) with Profit Sharing

Becker CPA Review

Exam Fees Reimbursement

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn, a leading audit, tax, and advisory firm based in Dallas, is seeking an Accounting Associate to join CAAS – Outsourced Accounting.

You will handle client records, month-end close, and financial statements while growing proficiency in QuickBooks Online and Excel, under supervision.

This in-office role offers a structured schedule, exposure to diverse clients, and opportunities for growth within a fast-growing firm.

Qualifications

• Bachelor's or Master’s degree in Accounting.
• CPA eligibility/license preferred.
• 1+ years of experience in bookkeeping or accounting, demonstrating progression in complexity, scope, and number of engagement assignments.
• Knowledge of Generally Accepted Accounting Principles.

Responsibilities

• Maintain client financial records from entering transactions through month-end close and financial statement prep.
• Analyze monthly results with senior accountants and suggest client improvements.
• Develop proficiency in cloud-based accounting systems, including QuickBooks Online.
• Demonstrate a strong work ethic, time management, and the ability to meet deadlines in a fast-paced environment.
• Demonstrate organizational skills and ability to multi-task across Managers/supervisors.
• Exhibit creativity in problem solving and effective communication with clients and team.

Skills

Bookkeeping

Time management

Communication

Education

Accounting degree

CPA eligibility

Tools

QuickBooks Online

Excel

Job description

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, 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 of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part 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

• Bachelor's or Master’s 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 rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:

Benefits

• 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 4th 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: 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.