How We Work

Whitley Penn has become one of the most distinguished and fastest-growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

Our Client Advisory Accounting Services (CAAS) team provides a full suite of financial advisory services, including month-end accounting services, technology implementation and support services, CFO-level consulting, and strategy. We partner with our customers to learn their financial pain points and leverage our expertise to provide solutions that help them reach their goals. Our team is innovative and forward-thinking while remaining attuned to the unique needs of each customer.

How Will You Make an Impact?

• Maintaining client financial records beginning with entering transactions and progressing through month-end close and the preparation of financial statements.
• Analyze monthly results with senior accountants and offer input for client improvements.
• Develop and exhibit proficiency in a variety of cloud-based accounting systems, including QuickBooks Online.
• Demonstrate a strong work ethic, strong time management skills, and the ability to meet deadlines in a fast-paced environment; assume responsibility for your work and assist others when needed. Be self-motivated.
• Demonstrate organizational skills and ability to multi-task, requiring a balance of responsiveness to multiple Managers/supervisors.
• Exhibit creativity by expressing new ideas and "thinking outside the box"; be solution-minded.
• Exhibit strong communication skills, both orally and in writing. Actively listen and clearly communicate ideas and information.
• Establish networks and relationships across the Firm. Develop knowledge of the Firm (history, strategy, policies, processes, best practices, etc.).
• Seek opportunities to add new experiences/assignments that increase your commitment and capability within the Firm by participating in programs such as wellness, recruiting, etc.
• Learn and apply best practices for client communications (Email, voicemail, telephone, face-to-face).
• Gain a comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge in engagements.

How Will You Get Here?

• 0-2 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of assignments.
• Bachelor’s or Master’s degree in accounting.
• Knowledge of Generally Accepted Accounting Principles.

Why Should You Apply?

• Career Path with Growth Opportunities
• Technical & Professional Development Plans
• Comprehensive Medical, Dental, and Vision Insurance
• Health & Wellness Program
• Flexible Time Away for Exempt Team Members
• Generous PTO for Non-Exempt Team Members
• 401(k)
• Paid Parental Leave

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.