{"id":2051621,"url":"https://alion.io/job/whitley-penn-caas-outsourced-accounting-associate","title":"CAAS - Outsourced Accounting Associate","company":{"id":3854502,"name":"Whitley Penn","domain":"whitleypenn.com","url":"https://alion.io/company/whitley-penn","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":46000,"max_usd":88000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1983},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Dropbox","optional":false},{"name":"Microsoft Office","optional":false},{"name":"QuickBooks","optional":false}],"status":"live","first_seen_at":"2026-10-07T19:39:41Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-20T11:20:02Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"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 (“CAAS”) - Outsourced Accounting team!\nThe CAAS 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.\nWhitley 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. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.\nPosition Details:\nTitle: CAAS Associate\nClassification: Full-time; Exempt\nDepartment: CAAS - Outsourced Accounting\nLocation: Dallas\nOffice Expectations/Hours: In-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.\nWhat You Will Do\nMaintaining client financial records beginning with entering transactions and progressing through month-end close and the preparation of financial statements\nAnalyze monthly results with senior accountants and offer input for client improvements.\nDevelop and exhibit proficiency in a variety of cloud-based accounting systems, including QuickBooks Online.\nDemonstrate 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.\nDemonstrate organizational skills and ability to multi-task, requiring a balance of responsiveness to multiple Managers/supervisors.\nExhibit creativity by expressing new ideas and \"thinking outside the box\"; be solution-minded.\nExhibit strong communication skills, both orally and in writing. Actively listen and clearly communicate ideas and information.\nEstablish networks and relationships across the Firm. Develop knowledge of the Firm (history, strategy, policies, processes, best practices, etc.).\nSeek opportunities to add new experiences/assignments that increase your commitment and capability within the Firm by participating in programs such as wellness, recruiting, etc.\nLearn and apply best practices for client communications (Email, voicemail, telephone, face-to-face).\nGain a comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge in engagements.\nWhat You Need to Get Here\nBachelor's or Master’s degree in Accounting\nCPA eligibility/license preferred\n1+ years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments\nKnowledge of Generally Accepted Accounting Principles\nWhy Whitley Penn\nOur 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:\nFirm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)\nVoluntary Dental and Vision Insurance\n17 Annual Firm holidays, with extended breaks around July 4th and year end\n20 days PTO\nPaid Maternity and Parental Leave\n401(k) with Profit Sharing\nDiscretionary Bonus Program\nFirm Paid Becker CPA Review Course & Reimbursement for Exam Fees\nHealth & Wellness Program\nPet Insurance \nWhitley 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: 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.\n#LI-CB1","description_format":"text","description_chars":4712,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Health insurance","Parental leave","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Accounting & Bookkeeping Services","Financial Services","Professional Services"],"lifecycle":[{"event":"open","at":"2026-10-07T22:05:40Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"green card filings: 1","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":1,"median_offered_wage_usd":72500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":72,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.805,"p_room":0.9,"age_days":12,"expected_fill_days":34,"reasons":["conf:3","win:mid","comp:junior"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/whitley-penn-caas-outsourced-accounting-associate","json_url":"https://alion.io/job/whitley-penn-caas-outsourced-accounting-associate.json","meta":{"generated_at":"2026-10-20T14:24:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16168,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3854502},"rest":"https://alion.io/mcp/rest/get_company?id=3854502"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwhitley-penn-caas-outsourced-accounting-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwhitley-penn-caas-outsourced-accounting-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwhitley-penn-caas-outsourced-accounting-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/whitley-penn-caas-outsourced-accounting-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwhitley-penn-caas-outsourced-accounting-associate"}]}