Forensic, Litigation and Valuation Services - Senior Associate

Whitley Penn; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a skilled Senior Associate to join their Forensic, Litigation and Valuation Services team. This role involves calculating economic damages, managing projects, and preparing expert witnesses for litigation. The firm values collaboration and offers a supportive environment where your contributions matter. With a focus on professional growth, you will engage in networking and training while ensuring high-quality service delivery. If you have a passion for finance and a desire to lead teams, 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

• 3+ years of experience in accounting/finance with leadership roles.
• Bachelor's degree in accounting, finance, or economics required.

Responsibilities

• Calculate economic damages for various litigation matters.
• Prepare expert for client meetings and organize documentation.
• Lead departmental training and manage projects effectively.

Skills

Analytical Skills

Effective Communication

Project Management

Problem Solving

Ethics and Compliance

Financial Standards

Education

Bachelor's degree in Accounting

Advanced degree or CPA license

Tools

MS Office

Job description

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Senior 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 a Senior Associate to join our commercial litigation practice. Some areas of focus include, but are 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?

• Assisting 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.
• Communicating with associate directors, directors, and managing directors on the directions of the case and assisting in making strategic recommendations; exercising analytical skills for details and potential risks.
• Assisting the associate directors and directors in delivering complete reports, accompanied by relevant supporting documents, to the managing director for review.
• Preparing 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.
• Developing an internal and external circle of influence; participating in networking events, marketing events, and training.
• Effectively managing projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
• Leading departmental training for analysts and fostering a learning environment of continuous improvement. Scheduling in-house training, lunch and learns with analysts and all members of the team as a whole.
• Reviewing the work of analysts or associates, sending back for corrections and changes, if needed, and providing feedback to the analysts or associates. Reviewing the formatting of any schedules prepared (e.g., extra lines deleted, consolidation of information, etc.); spell check, and foot/cross foot numerical totals for accurate financial information analysis.

How Will You Get Here?

• 3+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
• Bachelor’s degree in accounting, finance, or economics. An advanced degree in a related field or a CPA license is a plus.
• 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 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: E-Verify Notices. All employment is decided on the basis of qualifications, merit, and business need.

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