Deal Advisory Senior Associate

Whitley Penn
Fort Worth, TX
Category Accounting
Job Description
Whitley Penn, a leading CPA and Consulting firm, is looking for a Deal Advisory Services Senior Associate to join their team. The role involves planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients.

Requirements

  • Bachelor's degree in Accounting required; Master’s degree preferred
  • CPA license or CPA eligibility preferred
  • 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
  • Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
  • Ability to independently manage multiple projects and act autonomously while being a team player
  • Capable of independently performing research of industries, markets, economies, etc.
  • Excellent written and verbal communication skills
  • Strong time management skills and ability to meet deadlines in a fast-paced environment
  • Proficiency with Microsoft Office, primarily Excel
  • Willingness and ability to travel when necessary

Benefits

  • Firm Paid Medical Insurance
  • Voluntary Dental and Vision Insurance
  • 17 Annual Firm holidays, with extended breaks around July 4 and year end
  • 20 days PTO for Salaried Employees
  • 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
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