Location: Dallas,TX, USA
How We Work:Whitley Penn has become one of the region's 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 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 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?Assist team in meeting client needs by building and managing Sage Intacct implementations following pre-defined implementation methodologyBuild Reports & DashboardsAssist with data conversion projectsParticipate in conversations with customers to advise on best practices and how to be successful with their systemBuild and maintain relationships with customers and internal colleaguesDiscover areas for improvement in the customer experience, both in our product and processesLearn how to manage projectsAssist on multiple implementations at one timeParticipate in small teams to build systems and manage multiple accountsProvide technical support to customers, as neededMaintain a solid understanding of how the Sage Intacct and related sub-systems work; be a resource for the Firm and for our customersProvide input and contribute to the development of new process and proceduresWork as a team player to ensure the success of the customer and the team's growthHow Will You Get Here? BS/BBA in Accounting or relevant degree requiredBS/BBA in Management Information Systems or equivalent degree is preferredBaseline knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP)Be technology savvyBe a self-starterHave an entrepreneurial spiritBe a fast-paced workerExhibit intellectual curiosityBe a problem solverPossess ability to multi-task, with multiple clientsPossess excellent time management skillsBe deadline drivenBe a team playerExcellent communication skillsWhy 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: Notices.pdf?dl=0.All employment is decided on the basis of qualifications, merit, and business need.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe 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)