CAAS - Outsourced Accounting Senior Manager

Whitley Penn•Plano, TX

1d•Hybrid

About The Position

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 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.

Requirements

Bachelor's or Master’s degree in Accounting.
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.
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.

Nice To Haves

CPA preferred
Public Accounting experience preferred

Responsibilities

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.