Forensic, Litigation and Valuation Services - Associate

Whitley Penn; Texas; 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. This role offers the opportunity to engage in various forensic accounting tasks, litigation support, and valuation services. You'll collaborate closely with attorneys and clients to navigate complex financial issues related to marital property and divorce. The firm prides itself on fostering a collaborative environment, encouraging entrepreneurial thinking, and supporting continuous learning. If you're passionate about making a difference in the legal and financial landscape, this is the perfect opportunity 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 experience in public accounting with increasing complexity.
• Excellent written and oral communication skills for client interactions.

Responsibilities

• Assist in forensic accounting and litigation support engagements.
• Research and summarize relevant financial documents.

Skills

Analytical Skills

Communication Skills

Project Management

Ethics and Compliance

Education

Bachelor's Degree in Accounting

Advanced Degree in Finance

Tools

MS Office

Job description

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Associate to join our team! Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We’re looking for an Associate to join our family law group, specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues.

**This position is available in Fort Worth or Austin, TX**

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 different types of forensic accounting, litigation support and valuation engagements including internal investigations, tracing funds and assets, civil and criminal litigation support, and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and 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.
• 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 with exercise strong analytical skills for details.
• Attempt to work through issues encountered in assignments by researching the issue at hand, identify solutions, and communicate 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 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 use of technology and accounting programs including MS Office.
• Skills in ethics and compliance, and financial standards, models and tools.
• Skills inproject management and project management.
• Desire to manage and lead teams, and an interestin 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%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

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