CAAS - Accounting Associate

Whitley Penn • University Park, TX

4d • Onsite

About The Position

Whitley Penn is hiring an Accounting Associate for its Client Accounting & Advisory Services – Outsourced Accounting (CAAS-OA) team. The department provides end-to-end outsourced accounting solutions, including monthly accounting, payroll, and tax record management. Under the supervision of experienced professionals, the Associate applies basic accounting and bookkeeping skills to a diverse range of client assignments and develops the ability to advise clients on their financial operations. The role requires proficiency with cloud-based accounting systems such as QuickBooks Online and Microsoft Office Excel. Performance is evaluated on work quality, application of accounting knowledge, and ability to meet time constraints and deadlines.

This is a full-time, exempt, in-office position in Dallas. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The Associate works with senior accountants and multiple managers or supervisors, builds client and firm knowledge, and contributes to client engagements and firm initiatives.

Requirements

• Bachelor's or master's degree in Accounting.
• At least 1 year of bookkeeping or accounting experience, demonstrating progression in complexity, scope, and number of engagement assignments.
• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Proficiency in cloud-based accounting systems such as QuickBooks Online and Microsoft Office Excel.
• Strong time management, organizational, multitasking, and communication skills, with the ability to meet deadlines.

Nice To Haves

• CPA eligibility or license preferred.

Responsibilities

• Maintain client financial records, from entering transactions through month-end close and preparation of financial statements.
• Analyze monthly results with senior accountants and offer input on client improvements.
• Develop proficiency in cloud-based accounting systems, including QuickBooks Online.
• Manage time and deadlines in a fast-paced environment, take responsibility for work, and assist others when needed.
• Stay organized and multitask while responding to multiple managers and supervisors.
• Contribute creative ideas and take a solution-minded approach.
• Communicate effectively orally and in writing, listen actively, and clearly convey ideas and information.
• Build relationships across the firm and develop knowledge of its history, strategy, policies, processes, and best practices.
• Seek opportunities to expand experience and capability within the firm, including through wellness and recruiting programs.
• Apply best practices in client communications by email, voicemail, telephone, and face-to-face.
• Develop a comprehensive understanding of client operations, processes, and business objectives and apply that knowledge in engagements.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental and vision insurance.
• 17 annual firm holidays, including extended breaks around July 4th and year-end.
• 20 days of paid time off.
• Paid maternity and parental leave.
• 401(k) with profit sharing.
• Discretionary bonus program.
• Firm-paid Becker CPA review course and reimbursement for exam fees.
• Health and wellness program.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level