Forensic & Litigation Services Associate Director – Commercial & Intellectual Property Disputes

Whitley-Pen; Houston (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

PTO and holidays

401(k) with match

Discretionary bonus program

Professional development assistance

Becker CPA Review reimbursement

Equal opportunity employer

Job summary

Whitley Penn in Houston seeks a Forensic & Litigation Services Associate Director to lead the Commercial & Intellectual Property Disputes practice. You will direct assignments, coordinate with outside counsel, and ensure high-quality client service while advancing business strategies.

The role requires CPA (preferred), 5+ years leadership in accounting/finance, and a background in litigation damages. Hybrid schedule with in-office Mon/Tue/Thu; strong analysis and communication skills are

Qualifications

• Bachelor’s degree in accounting, finance, or economics; CPA preferred.
• 5+ years of leadership experience in accounting/finance; consulting background a plus.
• Broad knowledge of litigation/expert services and damages calculation.

Responsibilities

• Calculate economic damages in patent, trademark, and other disputes.
• Review documents, highlight relevant items, and coordinate with counsel.
• Manage projects, set objectives, and ensure timely delivery.
• Lead associate staff, provide feedback, and ensure quality work products.
• Prepare witnesses and exhibits for depositions/trials and assist with strategy.
• Attend client meetings to determine scope and manage expectations.

Skills

Team leadership

Analytical skills

Ethics and compliance

Education

Bachelor’s degree in accounting, finance, or economics

CPA license preferred

Tools

MS Office

Job description

Forensic & Litigation Services Associate Director – Commercial & Intellectual Property Disputes

Job Category: FLVS

Requisition Number: FOREN004798

• Full-Time

Locations

Showing 1 location

Houston, TX 77098, USA

Description

Whitley Penn,oneofthe nation’s leading audit, tax, and advisoryfirms, is looking for a Forensic & Litigation Services (FLS) Associate Director to join our team! The FLS – Commercial & Intellectual Property Disputes department provides analysis, advice, and expert testimony to attorneys and clients involved in intellectual property and commercial disputes. The FLS Associate Director will direct, administer, and coordinate client assignments and work closely with team members and outside counsel to ensure that business strategies and tactics are effectively implemented and a high level of client services is achieved.

Whitley Penn has become one ofthe fastestgrowing public accounting firms by providingexceptional, personalizedservice that reaches far beyond traditional accounting.In addition toAudit and Taxsolutions, we offer awiderange of Advisoryand Consulting services. Weworkin collaborative teams with an emphasis onan open-door policy,entrepreneurial thinking, and awell-builtculture.At Whitley Penn, welearn, innovate, andachieveby sharing knowledge, embracingnew ideas, and working together.We’relooking for professionals who think likeowners and want to bepartof shaping a high-growth firm.

• Title: Associate Director
• Classification: Full-time; Exempt
• Department: Forensic & Litigation Services – Commercial & Intellectual Property Disputes
• Location: Houston
• Office Expectations/Hours: Hybrid (Mon, Tues, Thurs in office); general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed

What You Will Do

• Calculate economic damages in different types of matters, such as litigation matters involving patent, trademark, and copy right infringement, theft of trade secrets, breach of contract, business valuation, solvency, fraud, business interruption, personal injury, wrongful death, and wrongful termination
• Assist in reviewing and analyzing documents; highlight and communicate relevant documents and testimony to team members; ensure all documents have been reviewed
• Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner
• Identify issues, communicate with Managing Directors and Directors on the direction of the case, and make strategic recommendations, exercising strong analytical skills for details and risk
• Assist in delivering complete reports to the Managing Directors and Partners for review; the presented work product should be completed as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents
• Help 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
• Review the work of Associates and Senior Associates and provide feedback for corrections and changes, if needed; ensure staff’s work is completed in timely manner
• Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.); spell check, foot, and cross foot numerical totals for accurate financial information analysis
• Attend client meetings with Partners, Managing Directors, and/or Directors to determine scope of engagement and continued client expectations
• Lead departmental training for associate‑level professionals and foster a learning environment of continuous improvement; schedule in‑house training, lunch and learns with Associates and all members of the team
• Assist in recruiting, developing training material, and acting as an instructor in professional development programs

What You Need to Get Here

• Bachelor’s degree in accounting, finance, or economics; advanced degree in a related field a plus
• A CPA license is preferred and/or other suitable professional credentials or designations as needed
• 5+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment
• A broad background and knowledge in litigation/expert services and the calculation of damages in different types of matters is required
• Proficiency in use of technology and accounting programs including MS Office
• Ability to manage and lead teams
• Ethics and compliance

Why Whitley Penn

Our total rewardsareincrediblycompetitive. We work hard and recharge so that we can be our best selves for our clients.Exploresome of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4 th and year end
• 25 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.

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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.