CAAS - Outsourced Accounting Senior Manager

Whitley-Pen; Plano (TX); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision Insurance

PTO 25 days

401(k) with Profit Sharing

Discretionary Bonus

Job summary

Whitley Penn, a leading accounting, advisory, and assurance firm, seeks an Accounting Senior Manager for our CAAS Outsourced Accounting team in Plano, TX. This role oversees engagements, staffing, and client satisfaction, delivering high-quality financial reporting and advisory services.

Hybrid work with in-office collaboration is expected. Responsibilities include guiding associates through managers, managing budgets and WIP, and driving process improvement and technology adoption across client

Qualifications

• Bachelor's or Master’s degree in Accounting.
• CPA preferred.
• 8–12 years of progressive experience in public accounting, outsourced accounting, advisory, controllership, CFO, or related roles.
• Knowledge of Generally Accepted Accounting Principles.
• Ability to lead and execute strategically while solving complex accounting, process, data, and systems issues.

Responsibilities

• Lead a portfolio of outsourced accounting and advisory engagements with hands-on involvement in complex accounting matters and month-end close.
• Provide strategic advisory to clients by translating financial data into actionable insights.
• Build and maintain relationships with owners, executives, and finance leaders.
• Assess clients' accounting processes and systems to identify opportunities for standardization and automation.
• Lead selection, implementation, and adoption of accounting tech across client engagements and CAAS practice.
• Plan, scope, schedule, staff, and monitor engagements to ensure timely, accurate deliverables.
• Develop team capabilities through coaching, training, and knowledge sharing.

Education

Bachelor's or Master’s degree in Accounting

CPA preferred

Tools

QuickBooks Online

Sage Intacct

NetSuite

Microsoft Excel

Job description

CAAS - Outsourced Accounting Senior Manager

Job Category: Accounting Services

Requisition Number: CAASO004837

• Posted : September 30, 2026
• Full-Time

Locations

Showing 1 location

Plano, TX 75024, USA

Description

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Senior Manager to join our Client Accounting & Advisory Services ("CAAS") – Outsourced Accounting team!

The CAAS Senior Manager is responsible for all engagements, including supervision of associates through managers, managing client satisfaction and planning, scheduling, and staffing. The CAAS Senior Manager will ensure that assignments and deliverables are conducted and prepared in accordance with professional and firm standards.

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 bepartof shaping a high-growth firm.

• Title: CAAS Senior Manager
• Classification: Full-time; Exempt
• Department: Client Accounting & Advisory Services – Outsourced Accounting (CAAS-OA)
• Location: Plano
• Office Expectations/Hours: Hybrid- 3 days/week in office minimum; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Lead a portfolio of outsourced accounting and advisory engagements, with hands-on involvement in complex accounting matters, month-end close, financial reporting, budgeting and forecasting, controller and CFO support, and special projects.
• Serve as a trusted advisor to clients by understanding their business objectives, anticipating needs, translating financial information into practical insights, and recommending solutions that improve decision-making, processes, and performance.
• Build and maintain strong relationships with owners, executives, and finance leaders through proactive communication, responsive service, sound judgment, and consistent follow-through.
• Assess clients' accounting processes, systems, data flows, and internal controls; identify opportunities to standardize, automate, and improve how work is performed and information is delivered.
• Lead the selection, implementation, integration, and adoption of accounting and finance technology across client engagements and the CAAS practice, including developing repeatable workflows, documentation, and quality-control standards. Remain hands-on with systems, data, workpapers, and deliverables when needed; troubleshoot issues, review complex work, and help teams move engagements forward.
• Plan, scope, schedule, staff, and monitor engagements to ensure responsibilities and deadlines are clear and deliverables are completed accurately, on time, and in accordance with professional and firm standards.
• Lead engagement teams through associates, seniors, and managers by setting expectations, delegating effectively, removing obstacles, and promoting accountability, collaboration, and continuous improvement.
• Develop team capabilities through timely feedback, coaching, training, and knowledge sharing, with particular emphasis on advisory skills, client communication, process improvement, and effective use of technology.
• Manage engagement economics, including budgets, WIP, billing, scope changes, collections, and resource needs; address issues promptly and communicate fee considerations clearly with clients.
• Support practice growth and strategic initiatives by contributing to proposals and presentations, identifying additional ways to serve clients, participating in the business community, and helping shape scalable CAAS service offerings.

What You Need to Get Here

• Bachelor's or Master’s degree in Accounting.
• CPA preferred
• 8-12 years of progressive experience in public accounting (audit or tax), outsourced accounting, advisory, controllership, CFO, or industry accounting roles, including responsibility for multiple client engagements and teams. Public Accounting experience preferred.
• Knowledge of Generally Accepted Accounting Principles.
• Demonstrated ability to move between strategic leadership and hands-on execution, including solving complex accounting, process, data, and systems issues.
• Strong technology skills and experience evaluating, implementing, integrating, or optimizing accounting and finance systems, with proficiency in platforms such as QuickBooks Online, Sage Intacct, NetSuite, and Microsoft Excel.
• Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.

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:

• 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
• 25 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.

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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.