What are the responsibilities and job description for the Audit Senior Associate - Financial Institutions position at Whitley Penn?
Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate with Financial Institution external audit experience to join our team. Financial Institution external audit experience and CPA certification/progress working towards certification are required for this position.
**This position is available in our Dallas or Plano location**
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.
How Will You Make an Impact?
- Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met
- Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements
- Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers
- Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements
- Continuously develop a comprehensive understanding of Generally Accepted Auditing Standards and how they apply to engagements
- Assist with business proposals, networking, and recruiting opportunities
How Will You Get Here?
- 2 years of public accounting external audit experience
- Bachelor's degree in Accounting; Master's degree preferred
- CPA certification or CPA eligibility with certification in progress
- Experience working with Financial Institutions
- SEC experience preferred
- Integrated audit experience preferred
- Strong knowledge of Generally Accepted Accounting Principles, PCAOB, and Generally Accepted Auditing Standards
- Strong analytical and quantitative skills
- Excellent written and verbal communication skills
- Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge
Why Should You Apply?
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays, including 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
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 Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
