Marketing and Events Coordinator

Whitley Penn is a prominent CPA and Consulting firm known for delivering exceptional advisory services beyond traditional accounting. Established as one of the fastest growing public accounting firms, Whitley Penn emphasizes collaborative teamwork, entrepreneurial thinking, and an inclusive culture where each person matters. The firm prides itself on innovation, knowledge sharing, and diversity, building an environment where employees thrive and success is achieved collectively. With offices in Dallas, Fort Worth, and Plano, Texas, Whitley Penn serves a wide range of clients including corporate entities, community organizations, chambers, technology partners, and prospective talent, ensuring impactful solutions and meaningful engagements across all sectors.

The Events Coordinator role at Whitley Penn supports multiple facets of the firm’s marketing efforts, closely working with the Chief Marketing Officer (CMO), Marketing Managers, Events Specialist, and Go-to-Market teams across various industries and service lines. This full-time position is crucial in planning, promoting, and executing a diverse spectrum of events that cater to the firm’s diverse audiences. Events managed by the coordinator range from internal staff meetings, external conferences, trade shows, webinars, continuing professional education (CPE) sessions, recruiting events, awards galas, to philanthropic and community-based occasions.

This role demands a highly organized and motivated individual capable of managing complex logistics, vendor relationships, and stakeholder communications to ensure all events run seamlessly. The Events Coordinator is responsible for executing event plans flawlessly, providing onsite support, and maintaining elevated attendee experiences whether events are in-person or virtual. Critical to this role is the ability to coordinate promotional activities across social media, email marketing, and corporate websites, driving engagement and enhancing the firm’s presence through creative content development.

Supporting the marketing team extensively, the coordinator assists in content ideation, creation, and dissemination to maximize event visibility and participation. They track and report on the performance of events and marketing campaigns, using data to inform post-event analyses and improvements. Administrative accountability such as budget tracking, ticket management, and reconciliation further underscore the role’s importance in delivering high-quality event experiences.

Candidates for this position are expected to have a bachelor’s degree in Management, Marketing, Communications, or a related field, with at least three years of event planning and management experience. Proficiency in event management software like Cvent is required, while familiarity with marketing automation platforms such as HubSpot, and graphic design tools like Canva, will be advantageous. Experience with project management systems like Asana, Monday.com, or Trello contributes positively to the candidate’s profile.

Whitley Penn offers a work schedule generally from 8:00 am to 5:00 pm or 9:00 am to 6:00 pm, with flexibility to accommodate event-related travel and working outside regular hours including weekends as needed. Travel requirements average about 25%, primarily within the state of Texas. The company promotes a family-oriented work culture and values equal opportunity employment, fostering an environment free from discrimination of any kind.

Overall, this is an exceptional opportunity for an experienced Events Coordinator to join a dynamic and rapidly expanding accounting and consulting firm where their skills will directly contribute to the firm’s marketing and business growth objectives while delivering memorable events that strengthen client and community relationships.