Senior Accounting Associate - Oil & Gas

Whitley Penn • Plano, TX

11d • Onsite

About The Position

Whitley Penn is hiring a Senior Accounting Associate for its CAAS - Energy Accounting & Consulting department. The role manages, prepares, and reviews accounting engagements for clients, with a focus on oil and gas accounting. The associate plans and executes engagements and special assignments, supervises and trains associates, reviews their work, communicates with clients, and ensures compliance with professional and regulatory standards.

The position is full-time and exempt, based on-site Monday through Friday in Dallas, Plano, or Fort Worth. Whitley Penn describes its culture as collaborative, emphasizing an open-door policy, entrepreneurial thinking, shared learning, innovation, and teamwork.

The role supports client accounting processes and financial reporting, including receipts, revenue intake, intercompany reports, accounting cycles, accounts payable and receivable, monthly transactions, and applicable joint-interest billing and revenue processes. The senior also contributes to staff training and development, client relationships, firm and community activities, and performance management.

Requirements

• 3–5 years of experience in energy accounting and analysis, with progression in complexity and scope.
• Oil and gas accounting knowledge, specifically required upstream/exploration and production (E&P) experience.
• Bachelor’s or master’s degree in accounting or financial management.
• Proficiency with technology and accounting programs.
• Familiarity with GAAP as it relates to oil and gas accounting.
• Familiarity with ARO, depletion, impairment, and other industry-specific calculations.
• Proficiency in Microsoft Office Excel.
• Positive attitude, professional appearance, and demeanor.
• Ability to research and apply theory and experience to individual circumstances.
• Strong organizational and time-management skills, including the ability to plan and execute multiple engagements and projects simultaneously.
• Excellent analytical and problem-solving skills; creativity, new ideas, and a solution-minded approach.
• Excellent oral and written communication skills, active listening, and clear communication of ideas and information.
• Strong relationship-building skills and ability to work respectfully and productively with diverse individuals in varied roles.

Nice To Haves

• CPA or CPA eligibility preferred.
• Proficiency in oil and gas accounting software preferred, including OGsql, Wolfepak, or Quorum On-Demand Accounting.

Responsibilities

• Plan and execute client engagements and assignments using established firm policies and procedures.
• Supervise and train associates, review their work, and communicate with clients.
• Review and prepare daily receipts, monthly revenue intake sheets, spreadsheet files, and intercompany reports.
• Review and participate in monthly, quarterly, and yearly accounting cycles and prepare financial statements.
• Monitor accounts payable and accounts receivable.
• Monitor and ensure monthly transactions are accurately recorded.
• Coordinate joint-interest billing (JIB), revenue, and other monthly accounting processes when applicable.
• Participate in firm committees, departmental matters, and learning experiences.
• Maintain effective contact with client personnel, interact professionally, and build trust-based client relationships.
• Work proactively with client management to gather information and complete engagement procedures on time.
• Participate in community or professional events and committees to develop relationships and networks.
• Support staff training, delegate assignments clearly, and provide guidance and information.
• Assist in developing training materials and instruct technical and professional development programs.
• Teach, coach, and integrate staff on the firm’s engagement approach and process.
• Prepare staff evaluation reports.
• Participate in technical and professional training throughout the year.
• Participate in the firm’s annual performance management and goal-setting process.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental and vision insurance.
• 17 annual firm holidays, with 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: Senior