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


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.


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.


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.


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


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.

Contact an Advisor

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