Forensic Litigation & Valuation Services Director

Whitley Penn; Austin (TX); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

401(k) with Profit Sharing

25 days PTO

Job summary

Whitley Penn, a top CPA and consulting firm in Austin, seeks a Forensic Litigation & Valuation Services Director to enhance its FLVS department. This role involves directing forensic accounting and litigation support, ensuring success through effective team management and client collaboration.

Candidates should have over 5 years of progressive experience in accounting, expertise in forensic and litigation matters, and a desire to work in a dynamic environment with strong ethical standards. The position offers competitive benefits and a commitment to professional growth.

Qualifications

• 5+ years of experience in accounting and management.
• Experience in litigation and expert services.
• Proficiency in accounting technology.

Responsibilities

• Direct forensic accounting and litigation support engagements.
• Manage team and client communications effectively.
• Prepare reports for attorneys and clients.

Skills

Leadership

Forensic accounting

Analytical skills

Business development

Team management

Education

Bachelor's degree in accounting or finance

CPA license or advanced degree

Tools

MS Office

Job description

Forensic Litigation & Valuation Services Director

Job Category: FLVS

Requisition Number: FOREN004634

Locations

Showing 1 location

Austin, TX 78746, USA

Description

Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Director 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. The FLVS 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 service is achieved.

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.

Job Specifics

Job Specifics:

• Classification: Full-time; Exempt
• Location: Austin, 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 Will You Do?

• 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. Work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
• 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.

What Do You Need to Get Here?

• 5+ 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 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.

Why Should You Join Us?

• 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
• 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 review the 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.

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.