CAAS - Accounting Associate

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Associate to join our Client Accounting & Advisory Services – Outsourced Accounting (“CAAS-OA”) team! The CAAS-OA department delivers end-to-end outsourced accounting solutions, including monthly accounting, payroll, and tax record management. The CAAS-OA Associate is expected to demonstrate a basic knowledge of accounting and bookkeeping skills with the ability to appropriately apply them to a wide variety of clients under the supervision of experienced professionals. Assignments will include diverse accounting and bookkeeping tasks to build your skills in advising clients on their financial operations. Proficiency in cloud-based accounting systems such as QuickBooks Online as well as Microsoft Office Excel is required for this position. Performance is evaluated based on the quality of work, application of accounting knowledge, and ability to meet specified time constraints and deadlines. 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. Classification: Full-time; Department: Client Accounting & Advisory Services – Outsourced Accounting Office Expectations/Hours: In-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed. 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. Exhibit strong communication skills, both orally and in writing. Establish networks and relationships across the Firm. Develop knowledge of the Firm (history, strategy, policies, processes, best practices, 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. Bachelor's or Master’s degree in Accounting CPA eligibility/license preferred 1+ years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments Knowledge of Generally Accepted Accounting Principles 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 Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees We recruit, employ, train, compensate, and promote without regard to 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.