CAAS - Senior Accounting Manager

Whitley Penn • Plano, TX

6d • Hybrid

About The Position

Whitley Penn is hiring a Senior Accounting Manager 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. The role leads a portfolio of outsourced accounting and advisory engagements, overseeing client satisfaction, engagement planning, scheduling, staffing, and the preparation of assignments and deliverables in accordance with professional and firm standards.

The Senior Accounting Manager works with clients on complex accounting matters, month-end close, financial reporting, budgeting and forecasting, controller and CFO support, and special projects. The position combines strategic leadership with hands-on work involving systems, data, workpapers, and deliverables. It also leads teams, develops staff, manages engagement economics, contributes to business development and practice initiatives, and helps improve scalable CAAS services.

This is a full-time, exempt position based in Plano with a hybrid expectation of at least three days per week in the office. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed.

Requirements

• Bachelor’s or master’s degree in Accounting.
• Eight to twelve 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 combine strategic leadership with hands-on execution, including resolving complex accounting, process, data, and systems issues.
• Strong technology skills and experience evaluating, implementing, integrating, or optimizing accounting and finance systems.
• Proficiency with 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.
• Public accounting experience.

Responsibilities

• Lead a portfolio of outsourced accounting and advisory engagements, including complex accounting matters, month-end close, financial reporting, budgeting and forecasting, controller and CFO support, and special projects.
• Understand clients’ business objectives, anticipate needs, interpret financial information, and recommend solutions to improve decision-making, processes, and performance.
• Build and maintain relationships with owners, executives, and finance leaders through proactive communication, responsive service, sound judgment, and follow-through.
• Assess client accounting processes, systems, data flows, and internal controls; identify opportunities to standardize, automate, and improve work and information delivery.
• Lead the selection, implementation, integration, and adoption of accounting and finance technology across client engagements and the CAAS practice.
• Develop repeatable workflows, documentation, and quality-control standards; troubleshoot issues, review complex work, and help teams advance engagements.
• Plan, scope, schedule, staff, and monitor engagements to clarify responsibilities and deadlines and ensure accurate, timely deliverables that meet professional and firm standards.
• Lead engagement teams through associates, seniors, and managers by setting expectations, delegating, removing obstacles, and promoting accountability, collaboration, and continuous improvement.
• Develop team capabilities through feedback, coaching, training, and knowledge sharing, especially in advisory skills, client communication, process improvement, and effective technology use.
• Manage engagement economics, including budgets, work in progress, billing, scope changes, collections, and resource needs; resolve issues and communicate fee considerations to clients.
• Support practice growth and strategic initiatives by contributing to proposals and presentations, identifying additional client service opportunities, participating in the business community, and helping develop scalable CAAS offerings.

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.
• 25 days of PTO.
• 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