Whitley Penn

Accounting Manager - CAAS

Whitley Penn • $85K — $110K *
Houston, TX 77084In-Person
Legal & Accounting
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Accounting
  • CPA preferred
  • 5-7 years of progressive bookkeeping or accounting experience
  • Strong knowledge of Generally Accepted Accounting Principles
  • Proficiency in QuickBooks Online and Microsoft Office Suite
  • Public Accounting experience preferred
  • Ability to motivate and collaborate with diverse teams

Responsibilities

  • Manage client's monthly accounting services including bookkeeping and financial reporting
  • Ensure client service teams meet deadlines and maintain project standards
  • Build client relationships and identify value-added services
  • Create detailed client service plans in collaboration with the team
  • Oversee the engagement process and communicate progress to clients
  • Monitor project budgets and manage overages promptly
  • Assist in proposal opportunities and local business community involvement

Benefits

  • Firm Paid Medical Insurance with free employee-only coverage options
  • Voluntary Dental and Vision Insurance
  • 17 paid firm holidays, including extended breaks
  • 25 days of paid time off annually
  • Paid Maternity and Parental Leave
  • 401(k) plan with profit sharing
  • Discretionary bonus program
  • Firm paid CPA review course and exam fee reimbursement
  • Health and Wellness Program
  • Pet Insurance
Full Job Description
How Will You Make an Impact?
  • Handle client's monthly accounting services including bookkeeping, payroll, monthly close, budgeting/forecasting, financial reporting, and any other advisory-level support needed.
  • Ensure client service teams are performing appropriately and managing responsibilities and deadlines to complete required projects on time and within expectations.
  • Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
  • Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team.
  • Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
  • Own and monitor client relationship over the entire engagement process; communicate progress of engagements, problems, and resolutions to client.
  • Monitor budgets by periodically reviewing WIP in Practice Manager and address overages in a timely manner.
  • Prepare invoices to clients, communicate details of fees to clients and assist in collection of overdue accounts.
  • Participate in firm's practice development efforts by involving yourself in the local business community and participating in proposal opportunities; may include making presentations.
  • Participate in firm's performance management process by giving specific, actionable, and timely feedback to team members and completing performance evaluations, providing direction, and coaching to team members and contributing to decisions regarding individual readiness for promotion.
  • Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs.

How Will You Get Here?
  • Bachelor's or Master's degree in Accounting.
  • CPA preferred
  • 5-7 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
  • Knowledge of Generally Accepted Accounting Principles.
  • Proficiency in accounting software including QuickBooks Online, Microsoft Office Excel, and Word.
  • Public Accounting experience preferred.
  • Ability to lead and work respectfully and productively with diverse individuals in a variety of roles.

Why Should You Apply?
  • Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
  • Voluntary Dental and Vision Insurance
  • 17 Annual Firm holidays, with extended breaks around July 4th and year end
  • 25 days PTO
  • Paid Maternity and Parental Leave
  • 401(k) with Profit Sharing
  • Discretionary Bonus Program
  • Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
  • Health & Wellness Program
  • Pet Insurance

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About Whitley Penn

Whitley Penn is a full-service accounting firm headquartered in Dallas, Texas. The company was founded in 1983 and has since grown to include over 600 employees across multiple offices in Texas and Oklahoma. Whitley Penn provides a wide range of services, including audit and assurance, tax planning and preparation, business consulting, and wealth management. The company serves clients in a variety of industries, including healthcare, real estate, and energy. Whitley Penn is committed to providing exceptional service and building long-term relationships with its clients.
Learn more about Whitley Penn
Size
600 employees
Industry
Legal & Accounting
Net Income
$10 million
Founded
1983
5 Year Trend
+10%
Revenue
$100 million
* Ladders Estimates

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