What are the responsibilities and job description for the Forensic & Litigation Services Managing Director – Commercial & Intellectual Property Disputes position at Whitley Penn?
Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Forensic & Litigation Services (FLS) Managing Director to join our team! The FLS – Commercial & Intellectual Property Disputes department provides analysis, advice, and expert testimony to attorneys and clients involved in intellectual property and commercial disputes. The FLS Managing Director is responsible for directing, administering and coordinating client assignments. This position will work closely with management and outside counsel to ensure that business strategies and tactics are effectively implemented and a high-level of client services is achieved.
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.
Position Details:
- Title: Managing Director
- Classification: Full-time; Exempt
- Department: Forensic & Litigation Services – Commercial & Intellectual Property Disputes
- Location: Austin
- Office Expectations/Hours: Hybrid (Mon, Tues, Thurs in office); general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed
What You Will Do
- Calculate economic damages in different types of matters, such as litigation matters involving patent, trademark, and copy right infringement, theft of trade secrets, breach of contract, business valuation, solvency, fraud, business interruption, personal injury, wrongful death, and wrongful termination
- Make strategic recommendations on the directions of cases based on analyzing details and risks
- Ensure all documents and reports have been reviewed and the relevant facts are given to the expert witness or individual testifying
- Attend client meetings with or without Partners to determine scope of engagement and continued client expectations
- Review the work of Associates, Senior Associates, Associate Directors, and Directors and provide feedback for corrections and changes, if needed; ensure staff’s work is completed in timely manner
- Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.); spell check, foot, and cross foot numerical totals for accurate financial information analysis
- Assist in delivering complete reports to the testifying expert; the presented work product should be completed as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents
- Ensure client engagements are managed efficiently and effectively and ensure all deliverables are completed in a timely manner and before relevant due dates
- Prepare the testifying expert for depositions and trials, ensuring the file is well-organized and all work papers and important documents are compiled in a binder for a quick and easy review by the testifying expert
- Work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial
- Initiate business development activities and develop an internal and external circle of influence
- Participate in networking events, marketing events, and training
- Lead departmental training for associate-level professionals and foster a learning environment of continuous improvement
- Assist in recruiting, developing training material, and acting as an instructor in professional development programs
- Assist with administrative functions and management of the FLS Commercial & Intellectual Property Disputes department
What You Need to Get Here
- Bachelor’s degree in accounting, finance, or economics; advanced degree in a related field a plus
- A CPA license is preferred and/or other suitable professional credentials or designations as needed
- 9 years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment
- A broad background and knowledge in litigation/expert services and the calculation of damages in different types of matters is required
- Proficiency in use of technology and accounting programs including MS Office
- Effective communication skills
- Project management skills
- Proven business development ability
- Ability to manage and lead teams
- Ethics and compliance
- Problem solving skills
Why Whitley Penn
Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays, with extended breaks 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
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
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