Benefits & Perks
Your wellbeing is important to us. That’s why at Whitley Penn, our employees are provided with an array of resources to cater to their needs as well as their loved ones’.
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Health & Wellbeing
Insurance
100% firm paid medical insurance as well as options for dental and vision.
Short-term Disability
100% Firm paid plan designed to help protect your financial security by providing replacement income.
Employee Assistance Program
We want you to feel welcome and comfortable in our work environment, so we have implemented various ways for you to get connected through our community.
Health & Wellness Program
Our firm wellness program, FitWhit, provides a variety of benefits including healthy in-office snacks and fitness challenges.
Wellness Room
Each Whitley Penn office provides secluded spaces so you can have private conversations and time to yourself.
FSA & HSA
Whitley Penn employees have a variety of options to choose from when electing either an FSA or HSA account.
Gym & Health Discounts
Our Health & Wellness program offers various discounts to local gyms and boutique fitness studios.
Texas Legal Program
Whitley Penn offers services through Texas Legal who provides legal insurance and covers the fee of working with in-network attorneys.
Telemedicine
Providing streamlined member access to quality care through Teladoc.
Professional Development
CPA Pass Bonuses
We reward our employees if they pass their CPA exam within a certain time period following graduation.
Firm-Sponsored Becker CPA Exam Review
Employees pursuing their CPA license will have access to the Becker CPA Review Courses at no charge.
Exam Reimbursements
Whitley Penn covers the cost to take all four sections of the CPA exam, allowing you to focus simply on studying.
Professional Education Courses
With our commitment to continued education, we cover the cost for employees to take professional education courses.
Dues Reimbursements
We want you to take advantage of the network and resources a professional organization can provide, so dues are on us.
Work/Life Balance
Paid Time Off (PTO)
Client-facing employees receive 20-25 days of time off per year based on position and tenure.
17 Paid Holidays
Employees receive 17 paid holidays per year to disconnect and recharge including extended time around July 4th and year-end.
Maternity/Parental Leave
Time for mothers and fathers to take and enjoy the addition of a new family member.
Flexible Work Arrangements
We work with you to solidify your ideal work environment and schedule so you can do your best every day.
Volunteer Time
Each employee is given 8 hours of paid time off to volunteer at an organization of their choice.
Financial
Competitive Salary
We believe our employees deserve to be compensated to their true performance and work diligently so that is true for every employee.
Profit Sharing Plan
Through Fidelity Investments, Whitley Penn is able to invest in your loyalty to the firm while you save for retirement.
Firm-Paid Life Insurance
Whitley Penn provides all full-time employees, spouses, and children with Life and AD&D policies.
Voluntary Life Insurance
A plan that offers additional life insurance benefits with additional coverage for employees, spouses, and children.
Discretionary Bonus Program
Our employees get rewarded for hard work. Bonuses are awarded based on performance.
Retirement Plan
401(k) plan with discretionary profit sharing.
Perks & Incentives
Discounts
We work with various vendors to retrieve special discounts on things you love.
Milestone Celebrations
Our team celebrates your work anniversary through a special gifting program.
``Dress for Your Day``
Tailor your choices based on your schedule and business situations. Yes, that means jeans can be acceptable on any day!
Community Involvement
8 hours of paid Volunteer Time Off annually to serve your community.