CAAS Outsourced Accounting Associate

Whitley-Pen; Dallas (TX); On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision Insurance

20 days PTO

Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course Reimbursement

Health & Wellness Program

Pet Insurance

Firm Holidays

Job summary

Whitley Penn seeks an Accounting Associate to join our CAAS – Outsourced Accounting team in Dallas, TX. The role focuses on establishing and maintaining client financial records, month-end close, and preparation of financial statements under supervision.

You will develop proficiency in cloud-based systems (QuickBooks Online) and Excel, while meeting deadlines, communicating effectively, and supporting clients with financial operations. CPA eligibility is preferred and in-office hours apply.

Qualifications

• Bachelor's or Master’s degree in Accounting.
• CPA eligibility/license preferred.
• 1+ years of experience in bookkeeping or accounting.
• Knowledge of Generally Accepted Accounting Principles (GAAP).

Responsibilities

• Enter transactions and maintain client financial records from month-end close to financial statements.
• Analyze monthly results with senior accountants and suggest client improvements.
• Develop proficiency in cloud-based accounting systems, including QuickBooks Online.
• Demonstrate strong work ethic, time management, and ability to meet deadlines in a fast-paced environment.
• Build networks and relationships across the Firm and learn Firm processes.

Skills

Accounting knowledge

Bookkeeping

Time management

Communication skills

Education

Bachelor's or Master's degree in Accounting

Tools

QuickBooks Online

Microsoft Excel

Job description

Whitley Penn,oneofthe nation’s 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 accounting.In addition toAudit and Taxsolutions, we offer awiderange of Advisoryand Consulting services. Weworkin collaborative teams with an emphasis onan open-door policy,entrepreneurial thinking, and awell-builtculture.At Whitley Penn, welearn, innovate, andachieveby sharing knowledge, embracingnew ideas, and working together.We’relooking for professionals who think likeowners and want to bepart of shaping a high-growth firm.

Title: Accounting Associate

Classification: Full-time; Exempt

Department: CAAS – Outsourced Accounting

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 rewardsareincrediblycompetitive. We work hard and recharge so that we can be our best selves for our clients.Exploresome 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: 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.