Whitley Penn
Manager - Client Accounting Services
Whitley Penn, Fort Worth, Texas, United States, 76102
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 and Accounting Services department 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?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?
5-7 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.Bachelor's or Master's degree in Accounting.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 Insurance17 Annual Firm holidays20 - 25 days PTO for Salaried EmployeesGenerous PTO for Non-Exempt Team MembersPaid Maternity and Parental Leave401(k) with Profit SharingDiscretionary Bonus ProgramFirm Paid Becker CPA Review Course & Reimbursement for Exam FeesHealth & Wellness ProgramPet Insurance
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%20Notices.pdf?dl=0.All employment is decided on the basis of qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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 and Accounting Services department 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?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?
5-7 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.Bachelor's or Master's degree in Accounting.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 Insurance17 Annual Firm holidays20 - 25 days PTO for Salaried EmployeesGenerous PTO for Non-Exempt Team MembersPaid Maternity and Parental Leave401(k) with Profit SharingDiscretionary Bonus ProgramFirm Paid Becker CPA Review Course & Reimbursement for Exam FeesHealth & Wellness ProgramPet Insurance
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%20Notices.pdf?dl=0.All employment is decided on the basis of qualifications, merit, and business need.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)