Forensic Litigation & Valuation MD — Family Law Focus

Whitley Penn; Austin (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision insurance

PTO 25 days

Maternity/Parental leave

401(k) with profit sharing

Discretionary bonus program

Becker CPA Review course

Job summary

Whitley Penn is seeking a Managing Director for Forensic Litigation & Valuation Services in Austin to lead forensic accounting, litigation support, and valuation engagements focused on marital property and related financial issues. The role emphasizes leadership, client service, and strategic direction.

The position requires 7+ years in accounting/finance with leadership experience; a BA is required, and a CPA or advanced degree is a plus.

Qualifications

• 7+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience.
• 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/expert services and the calculation of damages in different types of matters.
• Proficiency in use of technology and accounting programs including MS Office.
• Ability to manage and lead teams
• Ethics and compliance

Responsibilities

• Direct forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations for litigation-related purposes.
• Identify issues, communicate with Managing Directors on the direction of the case, and make strategic recommendations, exercising strong analytical skills for details and risk.
• Deliver complete reports to the Managing Director for review as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents.
• 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.
• Initiate business development activities and developing an internal and external circle of influence; participate in networking events, marketing events, and training.
• Lead departmental training for associate level professionals 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.
• Assist in recruiting, developing training material, and acting as an instructor in professional development programs.

Skills

Leadership

Forensic accounting

Marital property analysis

Strategy & risk

Client communication

Education

Bachelor's degree in accounting or finance

CPA or advanced degree (plus)

Tools

MS Office

Job description

Whitley Penn is seeking a Managing Director for Forensic Litigation & Valuation Services in Austin to lead forensic accounting, litigation support, and valuation engagements focused on marital property and related financial issues. The role emphasizes leadership, client service, and strategic direction.

The position requires 7+ years in accounting/finance with leadership experience; a BA is required, and a CPA or advanced degree is a plus.