Forensic Litigation & Valuation Services Associate

Whitley Penn; Fort Worth (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Voluntary Dental and Vision Insurance

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Paid Maternity and Parental Leave

20 days PTO

Job summary

Whitley Penn, a leading CPA and consulting firm, is seeking a Forensic, Litigation, & Valuation Services Associate to join our Fort Worth team. The role supports forensic accounting, litigation support, and business valuations in marital property and other disputes.

You will review client documents, prepare requests, research records, and assist with deposition and trial preparation. Our firm emphasizes collaboration, ownership mindset, and professional growth, with on-site hours Monday through

Qualifications

• Bachelor’s degree in accounting; CPA license or near-term eligibility preferred.
• 0–2 years public accounting experience.
• Strong written and oral communication skills.
• Proven ability to manage multiple projects with deadlines.

Responsibilities

• Assist with forensic accounting and business valuations for litigation.
• Organize, review, and summarize client documents.
• Prepare document requests and research property records.
• Support deposition questions, mediation, and trial prep.

Skills

Analytical skills

Strong communication

Attention to detail

Time management

Education

Bachelor’s degree in accounting

CPA license or near-term eligibility

Tools

Microsoft Office

Job description

Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Associate to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes.

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.

Position Details:

• Classification: Full-time; Exempt
• Department: Forensic, Litigation, & Valuation Services
• Location: Fort Worth, TX
• Office Expectations/Hours: fully on-site position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Assist with forensic accounting, litigation support, and business valuation engagements, primarily related to marital property, divorce-related financial issues, business disputes, and other investigations and valuations for 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.
• Analyze, understand, and schedule financial and/or tax return information.
• Identify ownership, understand complex entity structures, and prepare organizational charts.
• Assist with deposition questions, mediation and trial strategies, and hearing/trial exhibits.
• Apply critical thinking skills to identify, understand, and explain issues related to financial disputes.
• Exercise strong analytical skills and attention to small details and be able to effectively communicate the analysis conducted.
• Attempt to work through issues encountered in assignments by researching the issue at hand, identifying solutions, and communicating the issue and the solution to the seniors, directors, or partners.
• Ensure all the documents are reviewed and the relevant facts are given to the testifying expert.
• Attend client meetings with partners and managers to determine scope of engagement and client expectations.

What You Need to 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. Other degrees may be considered. An advanced degree in a related field is a plus.
• CPA license or similar accounting-related license or working toward eligibility to obtain a certification or license.
• Professional 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 software tools, including Microsoft Office programs.
• Skills in financial and accounting modeling and use of tools.
• Skills inmanaging multiple projects with different deadlines.
• Desire to continually learn and gain knowledge.

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, 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: 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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