Forensic Litigation & Valuation Services Senior Associate

Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Associate to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes.

Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

Job Specifics:

• Title: Senior Associate
• Classification: Full-time; Exempt
• Department: Forensic, Litigation, & Valuation Services
• Location: Fort Worth, TX
• Office Expectations/Hours: Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed

What Will You Do? 

• Assist with forensic accounting, litigation support, and business valuation engagements, primarily related to marital property, divorce-related financial issues, business disputes, and other investigations and valuations for litigation-related purposes.
• Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks.
• Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review.
• Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put 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.
• Develop an internal and external circle of influence, participating in networking events, marketing events, and training.
• Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
• Lead departmental training for analysts and foster a learning environment of continuous improvement.
• Review the work of Associates and provide feedback for corrections and changes, if needed.
• Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.), spell check and foot and cross foot numerical totals for accurate financial information analysis. Ensure staff’s work is completed in timely manner.
• Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.

How Will You Get Here? 

• 2 years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment.
• Bachelor’s degree in accounting or finance. An advanced degree in a related field a plus.
• A CPA license or working toward eligibility to sit for the CPA exam is preferred.
• Broad background and knowledge in litigation support /expert services.
• Proficiency in use of technology and accounting programs including MS Office.
• Effective written and oral communication skills.
• Project Management skills.
• Desire skills to manage and lead teams.
• Ethics and compliance.
• Problem solving.
• Financial standards, models, and tools.
• Interest in continually learning and gaining knowledge.

 Why Should You Apply?

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, including extended breaks around July 4th and year-end
• 20 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 on 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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