CAAS - Outsourced Accounting Associate

Whitley Penn; Dallas, Northern (TX, KY); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

17 Firm holidays

20 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course & Reimburse—%

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn, one of the nation's leading audit, tax, and advisory firms, is seeking an CAAS Associate for Outsourced Accounting to join our Dallas team. The role focuses on client bookkeeping, month-end close, and financial statement prep using QuickBooks Online and Excel.

In-office schedule is Monday–Friday with potential overtime. You will work under supervision to build accounting skills across diverse clients, while leveraging cloud-based systems and collaborating with experienced

Qualifications

• Bachelor's or Master's degree in Accounting is required or preferred.
• CPA eligibility or license is preferred where applicable.
• 1+ year of bookkeeping or accounting experience.

Responsibilities

• Enter transactions and close month-end; prepare financial statements.
• Analyze monthly results with senior accountants and suggest improvements.
• Develop proficiency in cloud-based accounting systems, including QuickBooks Online.
• Demonstrate strong work ethic, time management, and ability to meet deadlines.
• Multitask across Managers/supervisors with strong organizational skills.
• Communicate clearly, both orally and in writing; build internal networks.
• Learn firm processes and participate in programs such as wellness or recruiting.
• Apply best practices for client communications (email, phone, in-person).
• Understand client operations and business objectives to inform engagements.

Skills

Accounting basics

Bookkeeping

Time management

Communication skills

Education

Bachelor's or Master's in Accounting

CPA eligibility preferred

Tools

QuickBooks Online

Excel

Microsoft Office

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 CAAS 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 oneofthe 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. We workin collaborative teams with an emphasis onan open-door policy,entrepreneurial thinking, and a well-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: CAAS 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.