Whitley Penn jobs in Plano, TX - 125 jobs

Please note: You will only be considered for up to two internship applications. If you apply to more than two roles, only your first two submissions will be reviewed, and additional applications will not be considered. If your qualifications better align with another opportunity, our recruiting team will thoughtfully redirect your application. Explore your Future with our Internship Program: Whitley Penn interns have the opportunity to learn, innovate and succeed while working collaboratively with all levels of leadership and management. Our internship program is designed to give you the opportunity to work in a public accounting firm and get a true experience of what the day-to-day responsibilities for Associate level professionals are. We're proud of our culture, which promotes a healthy work-life balance and encourages both personal and professional development. As part of your experience, you'll participate in DEVELOP at WP, our signature professional growth program designed to help you build confidence, sharpen skills, and prepare for what's next. Your future is our focus. As part of the DEVELOP internship experience, interns will be expected to work onsite at client locations frequently, where they will participate in hands-on project work, attend professional development sessions, and engage directly with firm leaders. Interns will also be paired with a dedicated buddy or mentor to support their growth, foster meaningful connections, and help them expand their leadership capabilities in a real-world setting. You're a great fit for an internship if you: * Pursue a Bachelor's or Master's degree in Accounting * Plan to be CPA-eligible within 18 months of your internship experience * Hold authorization to work in the U.S. without current or future sponsorship * Communicate clearly, professionally, and confidently in any setting * Bring a positive attitude, strong sense of dedication, and a drive to succeed * Thrive in a team-oriented environment, take initiative, and show a willingness to learn * Demonstrate flexibility and professionalism by being available to work onsite at client locations as needed As a Risk Advisory Services (RAS) Intern You Will: * Assist clients in maintaining and testing internal controls required in connection with the Sarbanes-Oxley act of 2002 (SOX 404). * Assist Staff and Seniors to Conduct operational, compliance, financial and IT internal audits. * Assist team in performing Business and IT risk assessments. * Assist in all other types of risk advisory projects including (not limited to), SSAE 16 Examinations, Information Technology (IT) Audits and Consulting, Surprise Examinations for Registered Investment Advisors, Compliance Readiness Assessments, and Enterprise Risk Management Implementation and Maintenance. * Produce clear, highly literate reports to convey findings and recommendations to management. * Serve as a responsive resource for clients and team. Expected Graduation Date with a Bachelor's Degree or Master's Degree: * December 2027 * May 2028 Additional Application Requirements: * Register with a non-university email * Resume * Unofficial Transcripts 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: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-DNI

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: In the role of a hybrid Associate, Client Success Manager, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders. You will enjoy this role if: * You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges. * You enjoy building strong relationships with clients and getting to know them * You like to serve as a business advisor and trusted sounding board for clients * You are motivated to help your client proactively identify their needs and propose solutions to help grow their business * You enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines. Responsibilities You will have an opportunity to: * Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building) * Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution * Closely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/products * Support marketing and sales teams with information and/or share information with clients * Utilize data and metrics to facilitate an client business review * Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights). Qualifications Successful candidates will have: * Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required. * 1-3 years of experience in Client Success or Account Management * Knowledge of Salesforce preferred * Proven success in growing and maintaining client accounts * Demonstrated ability to manage difficult conversations and help provide resolutions

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is hiring on our Global Custom and Trade Advisory team - at the Senior Manager or Director level. In this role, you will serve as a firmwide resource for Global Custom & Trade related matters and will be exposed to a wide range of issues and projects. You will use your experience and technical knowledge to bring value to clients and manage risks related to global trade matters with a specific focus on customs and tariffs. You will be a driver of growth to launch this practice for Baker Tilly and have a huge opportunity to build a book and step into leadership. You will enjoy this role if you: Are a self-starter who likes working independently Are a strong technical specialist who enjoys learning new concepts and proactively monitoring new tax technical and procedural developments Are an analytical problem solver eager to understand the client's business and tax needs and assist in developing practical solutions tailored to the client's situation Enjoy live interaction and consultations with clients and colleagues Bring value to clients and manager risks related to global trade matters. You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow. Responsibilities: Identify and build customs and trade opportunities both internally and externally. Advise U.S. and foreign companies on global import and export strategies and compliance. Build up the Customs & Trade brand in the market. Manage successful delivery and implementation of projects. Prepare responses to client queries by undertaking customs and or excise technical research. Advise clients on global trade advisory needs and global compliance requirements. Develop and executive strategies to manage duty costs and risk of global trade, improve international trade compliance and increase the operational effectiveness of supply chains. Staying current on global trade developments and work to develop new and innovative service offerings. Assist in new business development while sustaining excellent client service by networking within and outside the firm. Qualifications: Bachelor's degree required, master's or advanced degree preferred. U.S. Customs Broker License preferred. Practical knowledge of import and export processes, trade procedures and documentation. At year 8 years of experience in either public service, consulting or advisory background, supply chain and logistics role with a focus on international trade, customs and excise. Client focused. Experience with the U.S. Customs and Border Protection, Bureau of Industry and Security, Office of Foreign Assets Control or the Directorate of Defense Trade Controls. Technical knowledge of global customs, import and export topics such as valuation, classification, county of origin, free-trade agreement, export controls, licensing, trade sanctions, etc. Strong background, experience and appreciation of International Trade, Trade Policy and International Relations. Successful project management experience. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred. #LI-JM3 #LI-hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices. In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants What you will do: The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following: Prepare and deliver monthly financial reporting package for each assigned property Maintain accounting records for ownership entities holding real estate assets Monitor compliance of certain ownership, debt and other agreements Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required Prepare and analyze periodic excess net cash flow distribution calculations Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings Prepare data to support the annual financial statement audit and preparation of tax returns Assist in preparation and review of annual budget Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities Input and setup all new leases and lease renewals in property management software Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Bachelor's degree in accounting One+ (1)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate) Development/Construction accounting background is preferred Intermediate to advance with MS Office software/Excel Experience with MRI or Yardi preferred Excellent analytical, technical and problem solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills Eligibility to work in the U.S., without sponsorship, highly preferred #LI-EH1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? •You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance. • You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded •You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together •You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: • Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems. o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution. o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service o Facilitate professional and effective presentations to internal and external audiences o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities •Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met •Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community •Invest in your professional development individually and through participation in firm wide learning and development programs •Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals •Enjoy friendships, social activities and team outings that encourage a work-life balance • Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars. Successful candidates will have: • Bachelor's degree in accounting, finance or a related program • CPA or CIA designation(s) required • 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls • Experience as a client serving professional for a public accounting or consulting firm desired • Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources • Excellent analytical, technical and problem solving skills, with strong attention to detail • Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

How We Work Whitley Penn has become one of the region's 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 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? * Answer incoming owner relations call regarding various issues, including revenue, land, division orders, JIB, A/R, and A&P * Assess, direct and follow-up as necessary on all owner communications * Review, sort and deliver to the appropriate groups mail directed to the land administration team * Maintain owner inquiry log * Maintain land and owner records in an organized manner * Maintain owner's information (address, TIN, email, etc.) in our systems * Verify addresses for undeliverable checks and collaborate with the appropriate division order analyst to ensure the owner account is suspend and mail change of address forms (as may be necessary) * Maintain positive relationship with owners and Working Interest Partners * Assist with inputting relevant owner information into various client database systems * Support Land staff with day-to-day duties, as needed * Assist with clerical functions, as directed * Interact with Division Order, Land and Accounting resources to resolve questions related to business associate setup or payment processing issues. * Add value by building relationships and trust through client and owner interactions * Follow processes and procedures in an effort to drive low case count and time to resolution * Participate in Cross-training to develop new skills, expand knowledge and to improve the business and customer experience How Will You Get Here? * 2-3 years of industry-related experience * Strong technical acumen with MS Office suite * Related/relevant experience in client/customer services * Basic knowledge of oil/gas industry * Basic knowledge of Quorum suite of products (OnDemand Accounting, OGSYS) * Able to manage difficult or emotional situations while maintaining a professional decorum (calm, non- defensive, respectful) * Ability to work within strict time constraints and changing priorities efficiently * Excellent written, oral, and interpersonal communication skills * Ability to multi-task between several critical client situations at the same time * Seek opportunities to innovate, improve processes and look for efficiencies Why Should You Apply? * Career Path with Growth Opportunity * Technical & Professional Development Plans * Comprehensive Medical, Dental and Vision Insurance * Health & Wellness Program * Flexible Time Away for Exempt Team Members * Generous PTO for Non-Exempt Team Members * 401(k) * Paid Parental Leave 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. All employment is decided on the basis of qualifications, merit, and business need. #LI-CB1

Whitley Penn, a leading CPA and Consulting firm, is looking for an Oil & Gas Controller to join our CAAS Energy Accounting & Consulting team. The Controller will serve clients in an outsourced accounting role with an emphasis on exceptional client service and identification of value-added services. Advanced technical skills and well-developed management and supervisory skills are required. The Controller will be expected to develop and train associates and make associations to develop new business for the firm. 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? * Work closely with the CAAS Energy O&G Partner to develop tools, systems and processes for Oil & Gas Upstream accounting clients * Serve as a liaison between the partner, the client and the professional staff * Assume simultaneous full responsibility for multiple client engagements; manage relationships and expectations with clients and external auditors, monitor engagement economics and coordinate engagement workflow * Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with team * Manage high risk (firm and engagement) situations with QC involvement, as applicable * Identify and research technical issues to ensure compliance with relevant rules, guidelines, and standards * Ensure that processes are conducted, and deliverables are prepared in accordance with professional and firm standards * Develop and communicate targets and goals that align with firm strategy * Contribute actively to changes in policies, processes, or procedures, using what you have experienced and learned to ensure improvement * Maintain consistent contact with clients; possess a thorough knowledge of the client and all facets of client's business; own the end-to-end relationship * Review engagement economics with client as necessary * Remove barriers and/or resolve issues for the client and the team to ensure seamless, high-quality outcomes * Proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements * Communicate progress of engagements, problems and resolutions to client * Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies * Research and make recommendations, as appropriate, to increase efficiency and/or effectiveness. * Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs * Communicate clear performance goals, priorities and required competencies to others * Ensure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs * Participate in technical and professional training throughout the year * Participate in the firm's annual performance management and goal setting process How Will You Get Here? * 7-10+ years of experience in Oil & Gas accounting and analysis, primarily with Upstream/E&P, demonstrating a progression in complexity, scope and number of engagement assignments * Public accounting or professional services experience preferred * Experience with setting up accounting functions/process as well as implementation acumen * Experience with Quorum accounting software including OGsql, OnDemand Accounting preferred * BA or Master's in accounting * CPA, CA, CMA or APA is preferred * Proven practice development ability * Knowledge of the firm's philosophy and its opinions on financial matters * Proficiency in use of technology and accounting programs * Extensive knowledge of Generally Accepted Accounting Principles and Generally Accepted Auditing Standards, specifically as they relate to Oil & Gas upstream/E&P accounting and other relevant guidance * A positive attitude * A professional appearance and demeanor * Ability to apply theory and experience to individual circumstances * Ability to analyze problems and recommend solutions * Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment and skepticism * Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information * Ability to lead and work respectfully and productively with diverse individuals in a variety of roles * Well-developed management and supervisory skills 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, with extended breaks around July 4th and year end * 20 - 25 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 Whitley 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: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need #LI-CB1

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. The Government Performance Audit Senior works on a variety of projects for clients in local government, state government, special purpose districts, higher education, non-profit, and tribal industries. This role will focus on performance audits, internal audits, enterprise risk assessments, efficiency studies, process improvement reviews, and organization assessments. Individuals who thrive at Baker Tilly exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Perform consulting activities that include leading and participating in interviews, reviewing documents, and preparing client deliverables such as findings, recommendations, and draft and final reports in compliance with relevant professional standards (GAGAS, IIA) Collect, analyze, and interpret quantitative and qualitative data to identify trends or patterns related to program operations and performance Conduct a variety of analysis, including peer benchmarking and best practice research to develop messages and actionable, well-support recommendations Work collaboratively with clients and audit team members to understand current business practices, identify opportunities for improvement, and evaluate risks Travels to client locations to work onsite and periodically attend industry conferences Qualifications: Bachelor's degree in public administration or related field required; Masters in Public Administration preferred Knowledge of GAGAS and IIA standards; CIA or CGAP designation preferred Experience with performance audits, efficiency studies, and risk assessments Familiarity with financial and operational aspects of local governments preferred Able to take direction, learn quickly, and work collaboratively as a self-directed professional to meet project objectives Effective time management and organizational skills, proven ability to prioritize while simultaneously managing numerous projects/processes often under tight deadlines Proficient with Microsoft Office Ability to travel as needed, approximately up to 30% The compensation range for this role is $86,660 to $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: The main responsibilities of this role is to provide direct support and consulting to our payroll clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution. Client Service & Deliverables * Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies * Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc. * Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment Client Service * Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters * Maintain confidence of employee data by keeping all information confidential * Accurately convey detailed information in both written and verbal format * Provide technical software support to clients * Identify and accurately capture out of scope work * Identify new opportunities to expand services to clients Implementation & Technology * Be an additional resource to the implementation team when needed * Interviews clients to gain understanding of payroll needs * Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes * Provide honest feedback to new hires/less experienced staff in a timely manner * Help build team capabilities and knowledge by sharing insights and lessons learned * Research and maintain product knowledge on ADP software platforms * Maintain current knowledge of local, state, and federal practices and laws Qualifications: * 1-3 years of relevant payroll experience; associate or bachelor's degree preferred. Experience in lieu of degree considered * Experience with ADP software platforms desirable * Working knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint) * Highly detail oriented and focused on accuracy * Strong organization and time management skills * Strong adaptability and multi-tasking skills * Ability to effectively work in a deadline driven environment serving multiple clients * Ability to provide exceptional client service * Strong written and verbal communication skills; appropriately and professionally communicates with all levels * Ability to learn new technology and processes quickly * Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Records daily journal entries and reviews cash reporting * Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval * Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval * Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. * Prepares quarterly investor capital statements for management approval * Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds * Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers * Prepares and reviews correspondence with client investors to address inquiries, as needed * Able to work with auditors and provide them with reports/support to assist them during audit * Manages client investor portals * Coordinates and completes special projects, as directed by management * Performs other duties as assigned Qualifications * BA/BS in Accounting or related field required * CPA license (or in process) preferred * 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid

Whitley Penn, a leading CPA and consulting firm, is seeking a dedicated individual who excels at meeting deadlines and demonstrates strong attention to detail and accuracy, all while maintaining a positive attitude. The ideal candidate will be professional, adaptable, punctual, and reliable, supporting our fast-paced and detail-driven litigation support team. A paralegal degree or certificate is required. JOB DETAILS: * Title: Paralegal * Classification: Full-time; Exempt * Department: Forensic, Litigation, and Valuation Services * Location: Fort Worth * Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed. How We Work Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open-door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. How Will You Make an Impact? * Manage a docket log with multiple deadlines for the litigation support department * Manage incoming/outgoing correspondences with law firms to ensure deadlines are calendared and met * Communicate with clients and law firms regarding discovery requests * Manage appointment calendars, travel arrangements, expense reports, and assist partners with other deadlines * Conduct new client phone screening, coordinate conference calls, and update clients and lawyers on status of cases * Organize and maintain case files, both in paper and electronic format, ensuring files are maintained accurately and easy to access * Coordinate with clients and attorneys to schedule meetings, assist with communications. and dispatch documents to law firms * Prepare mediation and trial binders for partners * Bates label documents as requested * Proofread reports for accuracy, correct grammar/punctuation, and issue final documents/reports * Schedule regular and special meetings; prepare and distribute agendas and pre-meeting materials, record and route minutes, and coordinate room, audio visual, and food arrangements How Will You Get Here? * Minimum 2+ years of litigation support experience * Paralegal degree or certificate required * Associate or bachelor's degree required * Experience in accounting or finance environment is strongly preferred * Team player with excellent interpersonal skills and good judgement * A demonstrated aptitude for dealing with a variety of situations and people * Ability to multitask, work at a fast pace, and meet critical deadlines * Strong organizational skills and attention to detail * Must possess excellent typing and grammatical skills, as well as strong analytical and demonstrated effective verbal, written, and listening skills * High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook * Able to quickly learn other software and database programs as needed * Capable of maintaining strict confidentiality 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, with extended breaks around July 4th and year end * 20 days PTO * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * 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 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: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-CB1 #LI-DNP

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior State & Local Tax Associate to join our growing State & Local Tax (SALT) practice! Candidates for the Senior Consultant position must possess a successful track-record of experience in the Business Personal Property (BPP) Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Senior Consultant is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies. Essential Duties and Responsibilities Manage complex BPP filings in multiple states File appeals, maintain appeal calendar, and attend hearings Successfully navigate Freeport Exemption filings where applicable Negotiating with assessors on multi-state portfolios Consistently exceed client service expectations Manage and motivate staff to achieve desired results Attain mastery of software updates and changes, specifically OneSource/PTMS Develop and preserve positive relationships with assessors and clients Create and update files and records, while tracking tax appeal deadlines Verify that values fall within established guidelines Maintain hearing schedules as required Manage the processing of tax bills timely and accurately Participate in team projects by taking ownership of assignments Ensure all team matters are completed in a timely manner Commitment to working in a dynamic, deadline driven environment Requirements: Highly detail oriented Strong analytical and technical skills Ability to work independently with minimum supervision Excellent Communication Skills Education and Qualifications Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred Pursuing CMI. Advanced skills in Microsoft Word and Excel Excellent verbal and written communication skills Ability to meet travel requirements of the job Previous OneSource/PTMS software experience is required The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. Join the HCVT FT. Worth Team! As part of the HCVT Fort Worth team, you will work in a fast-paced environment, with a tax practice that is focused on serving clientele in the Alternative Investment Management industries. Our culture is all about collaboration, teamwork, giving back to our communities, partner access and accountability. We maintain a strong focus on providing exceptional client service, resulting in long lasting client relationships in which our teams are viewed as integral pieces of our clients' businesses. As a Bookkeeper / Accounting Assistant in our Accounting Advisory service line, this position will be involved with the following aspects: * Compiling and reconciling data - Create new and modify existing, often complex spreadsheets * Reading and translating reports * Financial Statements * Bank Reconciliations * G/L & JE's To be successful, these are the skills and experience you will need: * Minimum of 2+ years work experience * College degree is preferred but not required * Proficiency in Microsoft Word and Outlook * Very strong knowledge of Microsoft Excel * Excellent written and verbal communication skills * Strong analytical skills * High attention to detail and accuracy * A positive attitude and a team player mentality with a can-do spirit * Client-centric approach and willing to go the extra mile to meet deadlines You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. * Visit the Benefits section to learn more The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

Please note: You will only be considered for up to two internship applications. If you apply to more than two roles, only your first two submissions will be reviewed, and additional applications will not be considered. If your qualifications better align with another opportunity, our recruiting team will thoughtfully redirect your application. Explore your Future with our Internship Program: Whitley Penn interns have the opportunity to learn, innovate and succeed while working collaboratively with all levels of leadership and management. Our internship program is designed to give you the opportunity to work in a public accounting firm and get a true experience of what the day-to-day responsibilities for Associate level professionals are. We're proud of our culture, which promotes a healthy work-life balance and encourages both personal and professional development. As part of your experience, you'll participate in DEVELOP at WP, our signature professional growth program designed to help you build confidence, sharpen skills, and prepare for what's next. Your future is our focus. As part of the DEVELOP internship experience, interns will be expected to work onsite at client locations frequently, where they will participate in hands-on project work, attend professional development sessions, and engage directly with firm leaders. Interns will also be paired with a dedicated buddy or mentor to support their growth, foster meaningful connections, and help them expand their leadership capabilities in a real-world setting. You're a great fit for an internship if you: * Pursue a Bachelor's or Master's degree in Accounting * Plan to be CPA-eligible within 18 months of your internship experience * Hold authorization to work in the U.S. without current or future sponsorship * Communicate clearly, professionally, and confidently in any setting * Bring a positive attitude, strong sense of dedication, and a drive to succeed * Thrive in a team-oriented environment, take initiative, and show a willingness to learn * Demonstrate flexibility and professionalism by being available to work onsite at client locations as needed As a Litigation - Family Law Intern You Will: * Organize, review, and summarize documents produced by clients. * Prepare document request lists. * Research relevant information including property records, entity filings, and industry data. * Schedule financial and/or tax return information. * Identify relevant entities and prepare organizational charts. * Assist in deposition, mediation and trial preparation strategies and preparation of exhibits. Expected Graduation Date with a Bachelor's Degree or Master's Degree: * December 2027 * May 2028 Additional Application Requirements: * Register with a non-university email * Resume * Unofficial Transcripts 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: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-DNI

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is hiring on our Global Custom and Trade Advisory team at the Senior Manager level. In this role, you will serve as a firmwide resource for Global Custom & Trade related matters and will be exposed to a wide range of issues and projects. You will use your experience and technical knowledge to bring value to clients and manage risks related to global trade matters with a specific focus on customs and tariffs. You will be a driver of growth to launch this practice for Baker Tilly and have a huge opportunity to build a book and step into leadership. You will enjoy this role if you: * Are a self-starter who likes working independently * Are a strong technical specialist who enjoys learning new concepts and proactively monitoring new tax technical and procedural developments * Are an analytical problem solver eager to understand the client's business and tax needs and assist in developing practical solutions tailored to the client's situation * Enjoy live interaction and consultations with clients and colleagues * Bring value to clients and manager risks related to global trade matters. * You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow. Responsibilities: * Identify and build customs and trade opportunities both internally and externally. * Advise U.S. and foreign companies on global import and export strategies and compliance. * Build up the Customs & Trade brand in the market. * Manage successful delivery and implementation of projects. * Prepare responses to client queries by undertaking customs and or excise technical research. * Advise clients on global trade advisory needs and global compliance requirements. * Develop and executive strategies to manage duty costs and risk of global trade, improve international trade compliance and increase the operational effectiveness of supply chains. * Staying current on global trade developments and work to develop new and innovative service offerings. * Assist in new business development while sustaining excellent client service by networking within and outside the firm. Qualifications: * Bachelor's degree required, master's or advanced degree preferred. * U.S. Customs Broker License preferred. * Practical knowledge of import and export processes, trade procedures and documentation. * At year 8 years of experience in either public service, consulting or advisory background, supply chain and logistics role with a focus on international trade, customs and excise. * Client focused. * Experience with the U.S. Customs and Border Protection, Bureau of Industry and Security, Office of Foreign Assets Control or the Directorate of Defense Trade Controls. * Technical knowledge of global customs, import and export topics such as valuation, classification, county of origin, free-trade agreement, export controls, licensing, trade sanctions, etc. * Strong background, experience and appreciation of International Trade, Trade Policy and International Relations. * 10+ years of leading teams and/or projects. * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. * Eligibility to work in the U.S., without sponsorship, highly preferred. #LI-JM3 #LI-hybrid

Whitley Penn, a leading CPA and Consulting firm, is looking for a Billing Coordinator to join our team. The Billing Coordinator will play a key role in processing executive billings while ensuring accuracy, timeliness, and high-quality output. The ideal candidate is a self-starter and team player who can communicate effectively with clients and professionals at all levels. This position requires strong attention to detail and the ability to thrive in a fast-paced professional environment. JOB DETAILS: * Title: Billing Coordinator * Classification: Full-time; Non-exempt * Department: Revenue and Practice Management (RPM) * Location: Fort Worth * Office Expectations/Hours: In-office position; general work schedule is Monday-Friday, 8am to 5pm with overtime, as needed. How We Work Whitley Penn has become one of the region's 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 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? * Process executive billings accurately and meet departmental deadlines * Reconcile billing, work-in-process (WIP), and accounts receivable * Maintain accurate and up-to-date client records * Draft internal and external correspondence as needed * Support weekly and monthly reporting requirements * Manage large projects as assigned to meet department needs * Collaborate with team members to maintain client database * Assist with data entry and other administrative tasks as required How Will You Get Here? * 3-4 years of combined billing and administrative experience * Prior professional service billing a plus * High degree of efficiency with Microsoft Word and Excel * Excellent verbal and written communication skills * Possess strong organizational skills with exceptional attention to detail and follow-through * Strong time management skills and ability to manage multiple tasks * Must be flexible and able to prioritize duties in response to demands of the day-to-day activities of the department * Possess a positive attitude and outlook in a fast-paced environment * Ability to communicate effectively with individuals at all levels of the organization * Must be able to work independently as well as in a collaborative team environment * Capable of maintaining strict confidentiality * Ability to work overtime as workload requires. 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, with extended breaks around July 4th and year end * Generous PTO for Non-Exempt Team Members * Paid Maternity and Parental Leave * 401(k) with Profit Sharing * Discretionary Bonus Program * 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: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE #LI-CB1

Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession. Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. In-office days are Monday, Tuesday and Thursday. As an Intern in our Tax service line, you will be responsible for the following: * Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers * Complete a variety of projects within engagement timeline and budget guidelines * Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients * Perform self-review of work * Perform tax technical research assigned by supervisors * Develop strong relationships with firm professionals * Participate in firm training and activities * Work with your buddy and performance manager on professional development of both technical and soft skills. To be successful, these are the skills, qualities and experience you will need: * On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between December 2027 - May 2028 * Available to work 40 hours a week from Mid-June through Mid-August * In-office days are Monday, Tuesday and Thursday * Minimum overall and accounting GPAs of 3.0 * Active membership in Beta Alpha Psi or another campus accounting organization * Strong technical aptitude and demonstrate effective verbal and written communication skills * Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities * Able to learn in a fast paced environment and receptive to feedback and coaching * Ability to multi-task, prioritize responsibilities, and take initiative on projects * High attention to detail * A positive attitude and is a team player mentality with a can-do spirit How to Apply: * Select the office you're most interested in and submit an application - ************************** * Required documents - Resume, Unofficial Transcripts * Note - HCVT is unable to sponsor the work authorization of candidates. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-MO1 #LI-Hybrid #LI-DNI The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Leader - Managed Services (Healthcare Vertical) (Principal or MD), Location: Flexible - preference for New York, Philadelphia, Dallas, or Houston Practice: Managed Services - Accounting, Finance & Human Capital (Healthcare) Are you ready to help shape the future of Managed Services for healthcare clients? At Baker Tilly, we're reimagining what it means to deliver outsourced business operations - blending accounting, finance, and human capital services with intelligent automation and AI-enabled insights. If you're an entrepreneurial leader with deep healthcare expertise who thrives on building practices, leading teams, and driving measurable client outcomes, we'd like to meet you. This is more than a client service role - it's an opportunity to build and expand our Managed Services platform for the healthcare mid-market (payer and provider), helping clients modernize their back office while improving efficiency, accuracy, and scale. What You'll Do As a Leader, you will lead and grow Baker Tilly's Healthcare vertical within our Managed Services practice, which delivers end-to-end solutions across Accounting, Finance, and Human Capital. You'll play a key role in shaping go-to-market strategy, client relationships, and operational excellence across our platform. In this role, you will: * Build and grow the healthcare portfolio within Managed Services, focused on mid-market payers, providers, and related organizations. * Lead complex outsourced engagements - spanning transactional accounting, financial planning and analysis, payroll, HR, and automation enablement. * Develop new business opportunities, partner with our alliances (ERP and automation ecosystems), and represent Baker Tilly in healthcare industry forums. * Oversee delivery excellence - ensuring quality, profitability, and compliance across client engagements. * Coach and mentor teams across onshore and offshore delivery hubs, developing the next generation of Managed Services leaders. * Collaborate across service lines (Advisory, Digital, and Industry teams) to bring integrated solutions to clients. * Champion innovation by embedding AI-native tools, analytics, and automation into how services are delivered. You'll Love This Role If You: * Are a builder at heart - excited to expand a growing business within a dynamic national platform. * Understand the healthcare ecosystem and the operational challenges CFOs and CHROs face. * Believe that Managed Services is the future of how mid-market organizations operate. * Are passionate about developing people, creating momentum, and delivering measurable impact for clients. * Want to work for one of the fastest-growing advisory and CPA firms in the U.S., recently recognized by TIME as one of the World's Best Companies. Qualifications * Bachelor's degree in Accounting, Finance, or a related field (CPA highly preferred). * 15+ years of progressive leadership experience in public accounting, consulting, or managed services - with a focus on outsourced finance and accounting for healthcare clients. * Proven success building and leading practices or verticals within a professional services environment. * Demonstrated ability to drive business development and manage senior-level client relationships. * Strong knowledge of GAAP, financial operations, and process improvement. * Outstanding leadership, communication, and collaboration skills. * A growth mindset - curious, adaptable, and eager to innovate. * Willingness to travel as needed to serve clients and support the team. Why Baker Tilly At Baker Tilly, you'll join an organization where entrepreneurial thinking meets meaningful impact. We're investing in a future built around Managed Services, AI enablement, and collaborative leadership - and you'll be at the center of that transformation. Join us and help redefine what's possible for our clients, our people, and our profession.

Please note: You will only be considered for up to two internship applications. If you apply to more than two roles, only your first two submissions will be reviewed, and additional applications will not be considered. If your qualifications better align with another opportunity, our recruiting team will thoughtfully redirect your application. Explore your Future with our Internship Program: Whitley Penn interns have the opportunity to learn, innovate and succeed while working collaboratively with all levels of leadership and management. Our internship program is designed to give you the opportunity to work in a public accounting firm and get a true experience of what the day-to-day responsibilities for Associate level professionals are. We're proud of our culture, which promotes a healthy work-life balance and encourages both personal and professional development. As part of your experience, you'll participate in DEVELOP at WP, our signature professional growth program designed to help you build confidence, sharpen skills, and prepare for what's next. Your future is our focus. As part of the DEVELOP internship experience, interns will be expected to work onsite at client locations frequently, where they will participate in hands-on project work, attend professional development sessions, and engage directly with firm leaders. Interns will also be paired with a dedicated buddy or mentor to support their growth, foster meaningful connections, and help them expand their leadership capabilities in a real-world setting. You're a great fit for an internship if you: * Pursue a Bachelor's or Master's degree in Accounting * Plan to be CPA-eligible within 18 months of your internship experience * Hold authorization to work in the U.S. without current or future sponsorship * Communicate clearly, professionally, and confidently in any setting * Bring a positive attitude, strong sense of dedication, and a drive to succeed * Thrive in a team-oriented environment, take initiative, and show a willingness to learn * Demonstrate flexibility and professionalism by being available to work onsite at client locations as needed As a Litigation - Family Law Intern You Will: * Organize, review, and summarize documents produced by clients. * Prepare document request lists. * Research relevant information including property records, entity filings, and industry data. * Schedule financial and/or tax return information. * Identify relevant entities and prepare organizational charts. * Assist in deposition, mediation and trial preparation strategies and preparation of exhibits. Expected Graduation Date with a Bachelor's Degree or Master's Degree: * December 2026 * May 2027 Additional Application Requirements: * Register with a non-university email * Resume * Unofficial Transcripts 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: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need. #LI-DNI