CAAS - Senior Accounting Associate

Whitley Penn; Austin, Northern (TX, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

17 Firm holidays

20 days PTO

Maternity & Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course reimbursement

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn, a leading audit, tax, and advisory firm, seeks a Senior Accounting Associate for its CAAS – Outsourced Accounting team in Austin. You will manage and review client engagements, lead staff, and ensure compliance with standards while leveraging QuickBooks Online and Excel in a fully in-office role.

We value strong bookkeeping, client communication, and mentorship of junior staff; CPA eligibility is preferred.

Qualifications

• Bachelor's or Master’s degree in Accounting.
• CPA eligibility/license preferred.
• 3–5 years of experience in bookkeeping or accounting.

Responsibilities

• Manage, prepare, and review monthly financial statements.
• Track fixed assets and depreciation schedules.
• Coordinate client assignments, budgeting, and monitoring expenditures.
• Lead meetings with engagement teams and clients; provide feedback.
• Supervise and train associates; review work for accuracy and disclosures.

Skills

Bookkeeping

Cloud-based accounting

QuickBooks Online

MS Excel

Team leadership

Education

Bachelor's or Master's in Accounting

Tools

QuickBooks Online

MS Excel

Job description

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

The Senior Accounting Associate is responsible for managing, preparing, and reviewing accounting engagements for clients. Seniors must exhibit strong bookkeeping skills and proficiency in cloud-based accounting systems including QuickBooks Online. Seniors are responsible for planning and executing engagements and special assignments, supervising, and training associates, reviewing the work of associates, and communicating with clients. Seniors are responsible for compliance with all professional and regulatory standards.

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.

• Title: Senior Accounting Associate
• Classification: Full-time; Exempt
• Department: CAAS – Outsourced Accounting
• Office Expectations/Hours: Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Develop and maintain thorough knowledge & application of Accounting Principles. Exhibit proficiency in complex bookkeeping skills.
• Manage, review, and prepare monthly financial statements.
• Track fixed assets and prepare depreciation schedules.
• Exhibit proficiency in various cloud-based accounting systems, including QuickBooks Online as well as, MS Excel.
• Coordinate all client assignments, including planning, budgeting of time and expenses, monitoring actual performance against budget, and reviewing work and deliverables for accuracy and completeness, suitability of presentation, and adequacy of disclosures.
• Demonstrate ability to assess current capabilities and experiences of team members to properly determine roles and assignments. Delegate work appropriately.
• Lead meetings with engagement teams and clients, ensuring objectives are met.
• Keep Managers informed of all important developments during the engagement.
• Maintain a comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements.
• Provide specific, actionable, and timely feedback to team members, as appropriate. Prepare staff evaluation reports.
• Teach, coach, and integrate staff on the Firm’s engagement approach and process.
• Develop an understanding of key metrics, i.e., net bill rate/hour productivity ratio, etc.

What You Need to Get Here

• Bachelor's or Master’s degree in Accounting
• CPA eligibility/license preferred
• 3 – 5 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments
• Knowledge of Generally Accepted Accounting Principles as well as familiarity with tax basis 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.

#LI-ONSITE

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.