CAAS Outsourced Accounting Senior Manager

Whitley Penn one of the nations leading audit tax and advisory firms is looking for an Accounting Senior Manager to join our Client Accounting & Advisory Services (CAAS) Outsourced Accounting team!

The CAAS Senior Manager is responsible for all engagements including supervision of associates through managers managing client satisfaction and planning scheduling and staffing. The CAAS Senior Manager will ensure that assignments and deliverables are conducted and prepared in accordance with professional and firm standards.

Whitley Penn has become one ofthe fastestgrowing public accounting firms by providingexceptional personalizedservice that reaches far beyond traditional addition toAudit and Taxsolutions we offer awiderange of Advisoryand Consulting collaborative teams with an emphasis onan open-door policyentrepreneurial thinking and Whitley Penn welearn innovate andachieveby sharing knowledge embracingnew ideas and working for professionals who think likeowners and want to bepart of shaping a high-growth firm.

Position Details:

• Title: CAAS Senior Manager
• Classification: Full-time; Exempt
• Department: Client Accounting & Advisory Services Outsourced Accounting (CAAS-OA)
• Location: Plano
• Office Expectations/Hours: Hybrid- 3 days/week in office minimum; general work schedule is Monday Friday 8 hours/day between 8am to 5pm with overtime as needed.

What You Will Do

• Lead a portfolio of outsourced accounting and advisory engagements with hands-on involvement in complex accounting matters month-end close financial reporting budgeting and forecasting controller and CFO support and special projects.
• Serve as a trusted advisor to clients by understanding their business objectives anticipating needs translating financial information into practical insights and recommending solutions that improve decision-making processes and performance.
• Build and maintain strong relationships with owners executives and finance leaders through proactive communication responsive service sound judgment and consistent follow-through.
• Assess clients accounting processes systems data flows and internal controls; identify opportunities to standardize automate and improve how work is performed and information is delivered.
• Lead the selection implementation integration and adoption of accounting and finance technology across client engagements and the CAAS practice including developing repeatable workflows documentation and quality-control standards. Remain hands-on with systems data workpapers and deliverables when needed; troubleshoot issues review complex work and help teams move engagements forward.
• Plan scope schedule staff and monitor engagements to ensure responsibilities and deadlines are clear and deliverables are completed accurately on time and in accordance with professional and firm standards.
• Lead engagement teams through associates seniors and managers by setting expectations delegating effectively removing obstacles and promoting accountability collaboration and continuous improvement.
• Develop team capabilities through timely feedback coaching training and knowledge sharing with particular emphasis on advisory skills client communication process improvement and effective use of technology.
• Manage engagement economics including budgets WIP billing scope changes collections and resource needs; address issues promptly and communicate fee considerations clearly with clients.
• Support practice growth and strategic initiatives by contributing to proposals and presentations identifying additional ways to serve clients participating in the business community and helping shape scalable CAAS service offerings.

What You Need to Get Here

• Bachelors or Masters degree in Accounting.
• CPA preferred
• 8-12 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. Public Accounting experience preferred.
• Knowledge of Generally Accepted Accounting Principles.
• Demonstrated ability to move between strategic leadership and hands-on execution including solving complex accounting process data and systems issues.
• Strong technology skills and experience evaluating implementing integrating or optimizing accounting and finance systems with proficiency in 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.

Why Whitley Penn

Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:

• 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 4 th 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

Whitley Penn is proud to be an equal opportunity workplace. 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. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications merit and business need.

#LI-HYBRID

Required Experience:

Senior Manager