Director, Forensic Valuation & Litigation (Family Law)

Whitley Penn; Austin (TX); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

401(k) with Profit Sharing

Discretionary Bonus Program

Paid Holidays & PTO

Job summary

Whitley Penn seeks a Director to lead the Forensic Litigation & Valuation Services (FLVS) group in Austin, focusing on complex marital property, divorce-related financial issues, and other disputes requiring financial analysis and expert testimony. The role directs engagements, coordinates with senior leadership, and oversees staff development and client service.

The position is full-time, on-site in Austin, TX, with accountability for testifying experts, case strategy, and business development

Qualifications

• 5+ years of progressive accounting/finance leadership experience
• Bachelor’s degree in accounting or finance
• CPA license or advanced degree is a plus
• Experience in litigation/expert services and the calculation of damages
• Proficiency with MS Office and accounting software

Responsibilities

• Direct forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues.
• Identify issues, communicate with Managing Directors on the direction of the case, and make strategic recommendations, exercising strong analytical skills for details and risk.
• Deliver complete reports to the Managing Director for review as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents.
• 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 developing an internal and external circle of influence; participate in networking events, marketing events, and training.
• Lead departmental training for associate level professionals and fostering 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.
• Assist in recruiting, developing training material, and acting as an instructor in professional development programs.

Skills

Team leadership

Strategic thinking

Forensic accounting

Analytical skills

Ethics & compliance

MS Office

Education

Bachelor’s degree in accounting or finance

Advanced degree or CPA is a plus

Tools

MS Office

Job description

Whitley Penn seeks a Director to lead the Forensic Litigation & Valuation Services (FLVS) group in Austin, focusing on complex marital property, divorce-related financial issues, and other disputes requiring financial analysis and expert testimony. The role directs engagements, coordinates with senior leadership, and oversees staff development and client service.

The position is full-time, on-site in Austin, TX, with accountability for testifying experts, case strategy, and business development