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.
Job Functions & Expectations:
- Assist in the planning and execution of FLVS department marketing and business development initiatives.
- Manage and coordinate schedule of meetings, events, and make all travel arrangements for supported managers.
- Ensure supported managers are prepared with all materials and information for meeting, events, and travel.
- Maintain client information database.
- Prepare and follow up on client invoices and preparation of engagement letters.
- Assist with client projects by copying documents and verifying footnote citations.
- Assist with conflict checks.
- Send mailings and make photocopies, and order meals as needed.
- Assist in the planning and execution of department business development initiatives.
- Serve as relief receptionist at front desk on rotation schedule with other administrative personnel.
How Will You Get Here?
- Minimum of five years of prior office clerical experience.
- Minimum of two years of marketing experience for a professional services firm preferred.
- High school diploma required; some college preferred.
- Prior experience making travel arrangements is a plus.
- Ability to quickly gain a general understanding of the services the department provides and learn the time, billing, and engagement processes.
- Ability to multi-task and prioritize assignments while performing a variety of administrative tasks with minimal supervision and exercising independent judgment.
- Ability to work overtime during critical periods, such as report deadlines or special projects.
- Intermediate to advanced skills in Microsoft Office, specifically Microsoft Word, Excel, and some PowerPoint.
- Must be detailed oriented and organized.
- Must be accurate, competent, conscientious, efficient, enthusiastic, motivated, organized, pro-active, responsible, and committed.
- Good interpersonal and communication skills (verbal and written) within all levels of the organization.
- Professional appearance and demeanor.
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
- 20 – 25 days PTO for Salaried Employees
- Generous PTO for Non-Exempt Team Members
- 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%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)