Senior Manager, Outsourced Accounting & Advisory

Whitley Penn; Plano (TX); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Health Insurance

401(k) with Profit Sharing

Paid time off

Job summary

Whitley Penn is seeking an Accounting Senior Manager for the CAAS-OA team in Plano, TX. The role oversees engagements, coordinates staff, and ensures timely, accurate financial reporting in line with firm standards.

The candidate will lead complex accounting matters, advise clients, and drive process improvements with technology solutions across engagements. Hybrid in-office schedule required.

Qualifications

• Bachelor's or Master’s degree in Accounting.
• CPA preferred.
• 8-12 years of progressive public accounting or outsourced accounting/CAAS experience.

Responsibilities

• Lead outsourced accounting engagements with supervision of teams.
• Ensure client satisfaction and adherence to professional standards.
• Oversee month-end close, financial reporting, budgeting, and forecasting.

Skills

Leadership

Client communication

Financial forecasting

Process improvement

Education

Bachelor's or Master’s in Accounting

Tools

QuickBooks Online

Sage Intacct

NetSuite

Microsoft Excel

Job description

Whitley Penn is seeking an Accounting Senior Manager for the CAAS-OA team in Plano, TX. The role oversees engagements, coordinates staff, and ensures timely, accurate financial reporting in line with firm standards.

The candidate will lead complex accounting matters, advise clients, and drive process improvements with technology solutions across engagements. Hybrid in-office schedule required.