CAAS - Outsourced Accounting Senior Manager

Job Category: Accounting Services

Requisition Number: CAASO
004837

• Posted :
  September 30, 2026
• Full-Time

Showing 1 location

Plano, TX 75024, USA

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Senior Manager to join our Client Accounting & Advisory Services ("CAAS") – Outsourced Accounting team!

The CAAS Senior Manager is responsible for all engagements, including supervision of associates through managers, managing client satisfaction and planning, scheduling, and staffing. The CAAS Senior Manager will ensure that assignments and deliverables are conducted and prepared in accordance with professional and firm standards.

Whitley Penn has become one ofthe fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional  addition to Audit and Taxsolutions, we offer awiderange of Advisory and Consulting services. Weworkin collaborative teams with an emphasis onan open-door policy,entrepreneurial thinking, and awell-builtculture.

At Whitley Penn, welearn, innovate, andachieveby sharing knowledge, embracing new ideas, and working together.

We’relooking for professionals who think likeowners and want to bepartof shaping a high-growth firm.

• Title:
  
  CAAS Senior Manager
• Classification:
  Full-time;
  Exempt
• Department:
  Client Accounting & Advisory Services – Outsourced Accounting (CAAS-OA)
• Location:
  
  Plano
• Office Expectations/
  
  Hours:
  
  Hybrid- 3 days/week in office minimum; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

• Lead a portfolio of outsourced accounting and advisory engagements, with hands-on involvement in complex accounting matters, month-end close, financial reporting, budgeting and forecasting, controller and CFO support, and special projects.
• Serve as a trusted advisor to clients by understanding their business objectives, anticipating needs, translating financial information into practical insights, and recommending solutions that improve decision-making, processes, and performance.
• Build and maintain strong relationships with owners, executives, and finance leaders through proactive communication, responsive service, sound judgment, and consistent follow-through.
• Assess clients' accounting processes, systems, data flows, and internal controls; identify opportunities to standardize, automate, and improve how work is performed and information is delivered.
• Lead the selection, implementation, integration, and adoption of accounting and finance technology across client engagements and the CAAS practice, including developing repeatable workflows, documentation, and quality-control standards. Remain hands-on with systems, data, work papers, and deliverables when needed; troubleshoot issues, review complex work, and help teams move engagements forward.
• Plan, scope, schedule, staff, and monitor engagements to ensure responsibilities and deadlines are clear and deliverables are completed accurately, on time, and in accordance with professional and firm standards.
• Lead engagement teams through associates, seniors, and managers by setting expectations, delegating effectively, removing obstacles, and promoting accountability, collaboration, and continuous improvement.
• Develop team capabilities through timely feedback, coaching, training, and knowledge sharing, with particular emphasis on advisory skills, client communication, process improvement, and effective use of technology.
• Manage engagement economics, including budgets, WIP, billing, scope changes, collections, and resource needs; address issues promptly and communicate fee considerations clearly with clients.
• Support practice growth…