Accounting Manager, Oil & Gas
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate. We need to parse the posting. First, we have introductory paragraph: "Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Manager to join our team! The Accounting Manager will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients. The Accounting Manager will help oversee the operations of the Oil and Gas Consulting Group in Dallas, including the design of an organizational structure adequate for achieving client goals and objectives. Advanced technical skills and well-developed management and supervisory skills are required. The Accounting Manager will be expected to develop and train associates and make associations to develop new business for the firm. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm." That's about the role/firm. Could be "About the role" or maybe "About the firm". We'll use "About the role" as heading. Then "Position Details Classification: Full-time; Exempt Department: CAAS - Energy Accounting & Consulting Location: Dallas, Plano, or Fort Worth Office Expectations: On-Site; M-F". This is metadata; we can fold into a short
maybe under About the role or separate? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include a short paragraph with these details. Then "What You Will Do" list of responsibilities. That's responsibilities. Then "What You Need To Get Here" list of requirements (experience, education, etc). That's requirements/qualifications/skills. We need to decide sections: maybe "Requirements" for experience and education, "Skills" for technical skills, etc. But we can combine if content is thin. However we have a lot of specifics: 8+ years experience, experience with setting up accounting functions, Ogsys software, BA/Master's, APA preferred, practice development ability, proficiency in technology, extensive knowledge of GAAP, knowledge of reporting requirements, professional appearance, organizational skills, problem solving, risk assessment, communication, leadership, management supervisory skills. That's both requirements and skills. Could split: Requirements (experience, education) and Skills (technical and soft). But we need to avoid thin sections. We have enough for both. Then "Why Whitley Penn" list of benefits: Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans), Voluntary Dental and Vision Insurance, 17 Annual Firm holidays..., 25 days PTO, 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. That's benefits. Pay and Schedule: Not explicitly stated. There's classification Full-time; Exempt; Office Expectations: On-Site; M-F. That's schedule info (M-F on-site). Could we create a Schedule section? The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Schedule is stated: Office Expectations: On-Site; M-F. So we can include a Schedule section with that detail. Pay: not stated (no salary). So we omit Pay. Thus sections: About the role (intro + position details maybe), Responsibilities, Requirements, Skills, Benefits, Schedule. We need to use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. So we need to include all bullet points from responsibilities, requirements, skills, benefits, schedule.
We need to be careful not to lose any detail.
Let's extract responsibilities bullet points from "What You Will Do". The text is a long paragraph with sentences separated by periods. We need to turn each duty into a list item. Let's parse:
- Work closely with the Energy practice Market Leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients.
- Assume responsibility for overseeing the operations of the Oil and Gas Accounting group, including the design of an organizational structure adequate for achieving client’s goals and objectives, including supervision of associates, managing client satisfaction and planning, scheduling, and staffing, using firm policies and procedures.
- Set up and implement accounting functions/processes related to O&G Upstream accounting.
- Develop tools, systems, and processes related to O&G Upstream accounting.
- Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with the team
- Identify and research technical issues to assure compliance with relevant rules, guidelines, and standards
- Ensure that processes are conducted, and deliverables are prepared in accordance with professional and firm standards.
- Participate in firm committees, departmental matters, learning experiences, etc.; contribute actively to changes in policies, processes, or procedures, using what you have experienced and learned to ensure improvement.
- Monitor engagement team and client relationships; remove barriers and help resolve conflicts that could interfere with results or relationships.
- Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements
- Own and monitor client relationships over the entire engagement process; communicate the progress of engagements, problems, and resolutions to client
- Monitor budgets by periodically reviewing WIP in Practice Manager and address overages in a timely manner.
- Prepare invoices to clients, communicate details of fees to clients, and assist in the collection of overdue accounts
- Participate in the firm’s practice development efforts by involving yourself in the local business community and participating in proposal opportunities; which may include making presentations
- Provide on-the-job training for associates; review work of associates and senior associates
- Participate in the firm's performance management process by giving specific, actionable, and timely feedback to team members and completing performance evaluations, providing direction and coaching to team members, and contributing to decisions regarding individual readiness for promotion.
- Develop coaching and managerial skills to enhance the development and growth of others
- Build specific and challenging developmental plans for all team members; monitor and document results
- Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs
- Participate in technical and professional training throughout the year
- Participate in the firm’s annual performance management and goal-setting process
We need to ensure we didn't miss any.
Now requirements/experience: "What You Need To Get Here" list:
- 8+ 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
- Experience with setting up accounting functions/process as well as implementation acumen
- Experience with Ogsys accounting software (consists of OGsql and OGpro), and/or WolfePak.
- BA or Master’s in accounting
- APA preferred
- Proven practice development ability
- Proficiency in the use of technology and accounting programs
- Extensive knowledge of Generally Accepted Accounting Principles, specifically as they relate to Oil & Gas upstream/E&P accounting, and a basic knowledge of federal & state Oil & Gas reporting requirements with the ability to research and apply theory and experience to individual circumstances
- A professional appearance, demeanor, and positive attitude
- Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously
- 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
We could split into Requirements (experience, education, certifications) and Skills (technical and soft). Let's decide:
Requirements: 8+ years experience, experience setting up accounting functions, experience with Ogsys/WolfePak, BA/Master's in accounting, APA preferred, proven practice development ability.
Skills: Proficiency in technology and accounting programs, extensive GAAP knowledge, knowledge of reporting requirements, professional appearance, organizational/time management, problem analysis, risk assessment, communication, leadership, management supervisory.
But some overlap: "Proficiency in the use of technology and accounting programs" could be skill. "Extensive knowledge of GAAP" skill. etc.
We'll create two sections: Requirements and Skills.
Now Benefits: list as given.
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays, with extended break around July 4th and year end
- 25 days PTO
- 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
Schedule: Office Expectations: On-Site; M-F. Also classification Full-time; Exempt maybe included. We'll put schedule: On-site, Monday-Friday.
Now About the role: include introductory paragraph plus position details (Classification, Department, Location, Office Expectations). But we already used Office Expectations for schedule; we might not duplicate. We'll include classification, department, location in About the role as a short paragraph.
Let's craft About the role paragraph: "Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is seeking an Accounting Manager to join its Energy Accounting & Consulting team in Dallas, Plano, or Fort Worth. The role is full-time, exempt, and requires on-site work Monday through Friday. The Accounting Manager will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients, oversee operations of the Oil and Gas Consulting Group in Dallas, design an organizational structure to achieve client goals, and develop and train associates while contributing to new business development. Whitley Penn is one of the fastest‑growing public accounting firms, known for exceptional, personalized service, collaborative teams, an open‑door policy, entrepreneurial thinking, and a culture of learning, innovation, and achievement."
We need to preserve all substantive information; we must not omit any details from the original. Let's check if we omitted any: The original intro includes: "Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Manager to join our team! The Accounting Manager will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients. The Accounting Manager will help oversee the operations of the Oil and Gas Consulting Group in Dallas, including the design of an organizational structure adequate for achieving client goals and objectives. Advanced technical skills and well-developed management and supervisory skills are required. The Accounting Manager will be expected to develop and train associates and make associations to develop new business for the firm. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy,
for prose. We must preserve all substantive information, not invent or summarize away detail. So we need to include all bullet points from responsibilities, requirements, skills, benefits, schedule. We need to be careful not to lose any detail. Let's extract responsibilities bullet points from "What You Will Do". The text is a long paragraph with sentences separated by periods. We need to turn each duty into a list item. Let's parse: - Work closely with the Energy practice Market Leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients. - Assume responsibility for overseeing the operations of the Oil and Gas Accounting group, including the design of an organizational structure adequate for achieving client’s goals and objectives, including supervision of associates, managing client satisfaction and planning, scheduling, and staffing, using firm policies and procedures. - Set up and implement accounting functions/processes related to O&G Upstream accounting. - Develop tools, systems, and processes related to O&G Upstream accounting. - Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with the team - Identify and research technical issues to assure compliance with relevant rules, guidelines, and standards - Ensure that processes are conducted, and deliverables are prepared in accordance with professional and firm standards. - Participate in firm committees, departmental matters, learning experiences, etc.; contribute actively to changes in policies, processes, or procedures, using what you have experienced and learned to ensure improvement. - Monitor engagement team and client relationships; remove barriers and help resolve conflicts that could interfere with results or relationships. - Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements - Own and monitor client relationships over the entire engagement process; communicate the progress of engagements, problems, and resolutions to client - Monitor budgets by periodically reviewing WIP in Practice Manager and address overages in a timely manner. - Prepare invoices to clients, communicate details of fees to clients, and assist in the collection of overdue accounts - Participate in the firm’s practice development efforts by involving yourself in the local business community and participating in proposal opportunities; which may include making presentations - Provide on-the-job training for associates; review work of associates and senior associates - Participate in the firm's performance management process by giving specific, actionable, and timely feedback to team members and completing performance evaluations, providing direction and coaching to team members, and contributing to decisions regarding individual readiness for promotion. - Develop coaching and managerial skills to enhance the development and growth of others - Build specific and challenging developmental plans for all team members; monitor and document results - Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs - Participate in technical and professional training throughout the year - Participate in the firm’s annual performance management and goal-setting process We need to ensure we didn't miss any. Now requirements/experience: "What You Need To Get Here" list: - 8+ 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 - Experience with setting up accounting functions/process as well as implementation acumen - Experience with Ogsys accounting software (consists of OGsql and OGpro), and/or WolfePak. - BA or Master’s in accounting - APA preferred - Proven practice development ability - Proficiency in the use of technology and accounting programs - Extensive knowledge of Generally Accepted Accounting Principles, specifically as they relate to Oil & Gas upstream/E&P accounting, and a basic knowledge of federal & state Oil & Gas reporting requirements with the ability to research and apply theory and experience to individual circumstances - A professional appearance, demeanor, and positive attitude - Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously - 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 We could split into Requirements (experience, education, certifications) and Skills (technical and soft). Let's decide: Requirements: 8+ years experience, experience setting up accounting functions, experience with Ogsys/WolfePak, BA/Master's in accounting, APA preferred, proven practice development ability. Skills: Proficiency in technology and accounting programs, extensive GAAP knowledge, knowledge of reporting requirements, professional appearance, organizational/time management, problem analysis, risk assessment, communication, leadership, management supervisory. But some overlap: "Proficiency in the use of technology and accounting programs" could be skill. "Extensive knowledge of GAAP" skill. etc. We'll create two sections: Requirements and Skills. Now Benefits: list as given. - Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans) - Voluntary Dental and Vision Insurance - 17 Annual Firm holidays, with extended break around July 4th and year end - 25 days PTO - 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 Schedule: Office Expectations: On-Site; M-F. Also classification Full-time; Exempt maybe included. We'll put schedule: On-site, Monday-Friday. Now About the role: include introductory paragraph plus position details (Classification, Department, Location, Office Expectations). But we already used Office Expectations for schedule; we might not duplicate. We'll include classification, department, location in About the role as a short paragraph. Let's craft About the role paragraph: "Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is seeking an Accounting Manager to join its Energy Accounting & Consulting team in Dallas, Plano, or Fort Worth. The role is full-time, exempt, and requires on-site work Monday through Friday. The Accounting Manager will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients, oversee operations of the Oil and Gas Consulting Group in Dallas, design an organizational structure to achieve client goals, and develop and train associates while contributing to new business development. Whitley Penn is one of the fastest‑growing public accounting firms, known for exceptional, personalized service, collaborative teams, an open‑door policy, entrepreneurial thinking, and a culture of learning, innovation, and achievement." We need to preserve all substantive information; we must not omit any details from the original. Let's check if we omitted any: The original intro includes: "Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Manager to join our team! The Accounting Manager will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients. The Accounting Manager will help oversee the operations of the Oil and Gas Consulting Group in Dallas, including the design of an organizational structure adequate for achieving client goals and objectives. Advanced technical skills and well-developed management and supervisory skills are required. The Accounting Manager will be expected to develop and train associates and make associations to develop new business for the firm. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy,