Associate - Forensic Litigation & Valuation Services

Whitley Penn; Fort Worth (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental and Vision Insurance

PTO 20 days

Maternity & Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course reimbursement

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn is seeking a Forensic, Litigation, & Valuation Services (FLVS) Associate to support matrimonial and business disputes in a fully on-site Fort Worth, TX office. The role focuses on forensic accounting, valuations, and related litigation support work alongside experienced professionals.

You will organize documents, prepare requests, conduct research, analyze financial data, and assist with deposition and trial preparation, while communicating findings to senior staff and clients.

Qualifications

• Public accounting experience (1+ years) in a similar service line.
• Bachelor’s degree in accounting; CPA or pursuing licensure encouraged.
• Strong written and verbal communication skills with clients and attorneys.
• Proficiency in Microsoft Office and related accounting software.
• Desire to continually learn and expand technical skills.

Responsibilities

• Assist with forensic accounting, litigation support, and business valuation engagements related to marital property and disputes.
• Organize, review, and summarize client documents.
• Prepare document request lists and research relevant records.
• Analyze financial and tax return information and schedules.
• Identify ownership structures and prepare organizational charts.
• Assist with deposition questions, mediation, and trial exhibits.
• Communicate findings clearly to seniors, directors, or partners.

Skills

Communication skills

Financial modeling

Multi-project management

Desire to learn

Education

Bachelor’s degree in accounting

Advanced degree a plus

Tools

Microsoft Office

Job description

Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (\"FLVS\") Associate to join our team!

The 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 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 wider 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:

• Job Title: FLVS Associate


• Classification: Full-time; Exempt


• Department: Forensic, Litigation, & Valuation Services - Matrimonial & Business Disputes


• Location: Fort Worth, TX


• Office Expectations/Hours: fully on-site position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will 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.


• Organize, review, and summarize documents produced by clients.


• Prepare document request lists.


• Research relevant information including property records, entity filings, and industry data.


• Analyze, understand, and schedule financial and/or tax return information.


• Identify ownership, understand complex entity structures, and prepare organizational charts.


• Assist with deposition questions, mediation and trial strategies, and hearing/trial exhibits.


• Apply critical thinking skills to identify, understand, and explain issues related to financial disputes.


• Exercise strong analytical skills and attention to small details and be able to effectively communicate the analysis conducted.


• Attempt to work through issues encountered in assignments by researching the issue at hand, identifying solutions, and communicating the issue and the solution to the seniors, directors, or partners.


• Ensure all the documents are reviewed and the relevant facts are given to the testifying expert.


• Attend client meetings with partners and managers to determine scope of engagement and client expectations.

What You Need to Get Here

• 1+ years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.


• Bachelor’s degree in accounting. Other degrees may be considered. An advanced degree in a related field is a plus.


• CPA license or similar accounting-related license or working toward eligibility to obtain a certification or license.


• Professional written and oral communication skills to interact with team members, clients, attorneys, and referral sources both internally and externally.


• Proficiency in use of technology and software tools, including Microsoft Office programs.


• Skills in financial and accounting modeling and use of tools.


• Skills in managing multiple projects with different deadlines.


• Desire to continually learn and gain knowledge.

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, 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 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%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

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