CAAS - Outsourced Accounting Associate

Whitley Penn is hiring a CAAS Associate for its Client Accounting & Advisory Services – Outsourced Accounting team. The role supports clients’ financial operations through accounting and bookkeeping work, including maintaining records, month-end close, preparing financial statements, and analyzing results.

What you'll do:

• 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

What they're looking for:

• The CAAS Associate is expected to demonstrate a basic knowledge of accounting and bookkeeping skills
• Proficiency in cloud-based accounting systems such as QuickBooks Online as well as Microsoft Office Excel is required for this position
• Bachelor's or Master's degree in Accounting
• 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
• CPA eligibility/license preferred

Benefits:

• 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
• 20 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