Forensic, Litigation and Valuation Services - Associate

Whitley Penn; Houston (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Forensic, Litigation, and Valuation Services Associate to join their dynamic team in Houston. This role involves providing expert analysis and testimony in commercial litigation, as well as forensic and valuation services. You will engage with complex financial issues, assist in litigation matters, and collaborate with a team that values diversity and innovation. With a focus on professional growth, this position offers a supportive environment where your contributions will make a significant impact. If you are eager to learn and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

20 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Firm Paid Becker CPA Review Course

Health & Wellness Program

Pet Insurance

Qualifications

• 0-2 years of public accounting experience required.
• Bachelor's degree in accounting or finance is essential.

Responsibilities

• Assist in calculating economic damages for litigation matters.
• Organize and summarize documents produced by clients.
• Research relevant information for financial analysis.

Skills

Analytical Skills

Communication Skills

Project Management

Ethics and Compliance

Education

Bachelor’s degree in accounting or finance

Advanced degree in a related field

Tools

MS Office

Job description

Forensic, Litigation and Valuation Services - Associate

Job Category: FLVS

Requisition Number: FOREN003950

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• Posted: April 23, 2025
• Full-Time

Locations

Showing 1 location

Houston, TX 77098, USA

Description

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Associate to join our team in Houston or Dallas! This team provides analysis, advice, and expert testimony to attorneys and clients involved in commercial litigation, as well as forensic and valuation services outside of a litigation context.

Our professionals assist with the complex financial and economic issues that arise in various commercial disputes, including but not limited to shareholder and partner disputes, contract and transaction disputes, intellectual property disputes, business interruption cases, bankruptcy litigation, fraud and forensic litigation, loss/damage determination, and lost earnings calculations.

How We Work

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. We are all part of the same family, and each person matters. We are more than just a job.

How Will You Make an Impact?

• Assist on calculating economic damages in different types of matters, such as litigation matters involving patent, trademark, and copyright infringement, theft of trade secrets, breach of contract, business valuation, solvency, fraud, business interruption, personal injury, wrongful death, and wrongful termination.
• Organize, review, and summarize documents produced by clients.
• Research relevant information including property records, entity filings, and industry data.
• Schedule financial and/or tax return information.
• Identify relevant entities and prepare organizational charts.
• Assist in deposition, mediation and trial preparation strategies and preparation of exhibits.
• Ability to identify issues, communicate and exercise strong analytical skills for details.
• 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, managers, senior managers or partners.
• Ensure all the documents have been reviewed and the relevant facts are given to the expert witness or individual testifying.
• Attend client meetings with partners and managers to determine scope of engagement and continued client expectations.
• Serve as a “Buddy” to interns and assist them in assimilating into the department and firm.
• Represent the firm at Campus Recruiting events.

How Will You Get Here?

• 0-2 years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
• Bachelor’s degree in accounting or finance. An advanced degree in a related field is a plus.
• A CPA license or working toward eligibility to sit for the CPA exam is preferred.
• Excellent written and oral communication skills to interact with team members, clients, attorneys, and referral sources both internally and externally.
• Proficiency in the use of technology and accounting programs including MS Office.
• Skills in ethics and compliance, and financial standards, models and tools.
• Skills in project management.
• Desire to manage and lead teams, and an 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 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.