Company · 54 open roles
Careers at WHI
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54 positions at WHI
Tax Administrator
WHI·Pasadena, CA
The Tax Administrator reports to the Vice President, Tax Compliance and works closely to support tax functions within the Tax Department. The position is responsible for coordinating and managing tax return deliverables with Whittier’s third-party vendors and for day-to-day commu…
Tax Senior Associate
WHI·Austin, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Senior Associate to join our team! The Tax Senior Associate is responsible for leading tax engagements, preparing and reviewing a variety of tax documents, and recommending tax strategies by researching and int…
Tax Senior Manager
WHI·Austin, TX
The Senior Manager is the liaison between the partner, the client, and the professional staff. Senior Managers are responsible for multiple client engagements simultaneously. Senior Managers are responsible for managing client relationships and expectations, identifying, and crea…
Tax Manager
WHI·Austin, TX
The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all client assignments. Advanced technical skills and well-developed management and supervisory skills are required. Managers are responsible for managing multiple tax projects and cli…
Mineral Management Associate
WHI·Dallas, TX
The Mineral Management Associate is responsible for supporting client engagements related to mineral ownership, lease analysis, and title review. This role is highly client-facing and requires strong communication skills, attention to detail, and a working knowledge of oil and ga…
Forensic Litigation & Valuation Services Managing Director
WHI·Austin, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Managing Director to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients unde…
Forensic Litigation & Valuation Services Associate
WHI·Austin, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Associate to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand a…
Forensic Litigation & Valuation Services Senior Associate
WHI·Austin, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Associate to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand a…
Forensic Litigation & Valuation Services Director
WHI·Austin, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Director to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand an…
Tax Senior Manager
WHI·Ft Worth, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior Tax Manager to join our team. The Senior Manager is the liaison between the partner, the client, and the professional staff. Senior Managers are responsible for multiple client engagements simultaneously. Se…
Deal Advisory Senior Associate
WHI·Houston, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for a Deal Advisory Services Senior Associate to join our team. The Deal Advisory Services team conducts a variety of financial due diligence engagements related to acquisitions by private equity investors and corporate …
Forensic Litigation Services Associate Director – Commercial & Intellectual Property Disputes
WHI·Houston, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic & Litigation Services (FLS) Associate Director to join our team! The FLS – Commercial & Intellectual Property Disputes department provides analysis, advice, and expert testimony to attorneys and clients in…
Forensic Litigation & Valuation Services Associate
WHI·Ft Worth, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Associate to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand a…
Forensic Litigation & Valuation Services Senior Associate
WHI·Ft Worth, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Associate to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand a…
Forensic Litigation & Valuation Services Managing Director
WHI·Ft Worth, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Managing Director to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients unde…
Forensic Litigation & Valuation Services Director
WHI·Ft Worth, TX
Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Director to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand an…
Business Development Manager
WHI·Houston, TX
Whitley Penn, a leading CPA and Consulting firm, is looking for a Business Development Manager to join our team. The Business Development Manager is a senior-level individual contributor responsible for driving strategic revenue growth through proactive market development and con…
Investment Associate
WHI·Pasadena, CA
The primary responsibility of the Investment Associate is to support the Whittier Investment Department. The Investment Associate will prepare client reports, provide portfolio information to the investment team, conduct investment research, input trades, and maintain the records…
Investment Associate
WHI·Pasadena, CA
The primary responsibility of the Investment Associate is to support the Whittier Investment Department. The Investment Associate will prepare client reports, provide portfolio information to the investment team, conduct investment research, input trades, and maintain the records…
Client Advisory Associate
WHI·Newport Beach, CA
The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors,…
Client Advisory Associate
WHI·Newport Beach, CA
The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors,…
AVP-Operations Unit Supervisor
WHI·Pasadena, CA
The Operations Unit Supervisor is responsible for the set-up and maintenance and reporting of client fees.
AVP-Operations Unit Supervisor
WHI·Pasadena, CA
The Operations Unit Supervisor is responsible for the set-up and maintenance and reporting of client fees.
VP/SVP-Client Advisor
WHI·Reno, NV
The VP or SVP Client Advisor will be a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high-touch service delivery model in the Western region and nationally. The successful candidate will be a seasoned relationship execut…