Forensic, Litigation and Valuation Services - Senior Associate

Whitley Penn; Texas; On-site; USD 60,000 - 100,000; Full time

Job summary

Join a leading CPA and consulting firm as a Senior Associate in Forensic, Litigation and Valuation Services. This role offers the chance to work on complex financial issues related to family law, providing litigation support and forensic accounting services. You'll collaborate with a dynamic team, manage projects, and develop your skills in a supportive environment. This innovative firm values diversity and encourages professional growth, making it an exciting place to advance your career while making a meaningful impact in clients' lives.

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

• 2+ years experience in accounting or finance, preferably in an accounting firm.
• Strong background in litigation support and expert services.

Responsibilities

• Assist with forensic accounting and litigation support related to financial issues.
• Manage projects, set objectives, and ensure timely completion.

Skills

Forensic Accounting

Litigation Support

Valuation Services

Project Management

Communication Skills

Problem Solving

Ethics and Compliance

Education

Bachelor's Degree in Accounting or Finance

CPA License

Advanced Degree in Related Field

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 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 with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes.
• Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks.
• Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review.
• Prepare 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; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
• Develop an internal and external circle of influence, participating in networking events, marketing events, and training.
• Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
• Lead departmental training for analyst 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.
• Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.

How Will You Get Here?

• 2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment.
• Bachelor’s degree in accounting or finance.
• 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 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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