Forensic Litigation & Valuation Services Director – Family Law & Business Disputes

Whitley Penn; Fort Worth (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Firm Paid Medical Insurance

Dental and Vision Insurance (Voluntary

17 Annual Firm holidays

25 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course reimbursement

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn in Fort Worth, TX seeks a Director for Forensic Litigation & Valuation Services (FLVS) to lead engagements related to marital property, business valuations, damages, and other disputes. You will oversee client assignments, coordinate with Managing Directors, and ensure high-quality reports and documentation for attorneys and clients.

You will mentor staff, drive business development, and help build a high-growth advisory culture with a strong emphasis on ethics, compliance, and

Qualifications

• 5+ years of progressive accounting/finance with leadership experience.
• Bachelor’s degree in accounting or finance.
• CPA license a plus.
• Broad knowledge in litigation/expert services and the calculation of damages.

Responsibilities

• Direct forensic accounting, litigation support and valuation engagements.
• Identify issues and advise Managing Directors on case direction with strong analytical skills.
• Deliver complete reports with supporting documents for attorneys/clients.
• Prepare testifying expert for depositions and trials with well-organized files.
• Initiate business development and networking; participate in events and training.
• Lead departmental training for associates and foster continuous improvement.
• Review Associates’ work and provide feedback for corrections.
• Assist in recruiting and developing training materials.

Skills

Forensic accounting

Litigation support

Team leadership

Management

MS Office

Education

Bachelor’s degree in accounting or finance

Job description

Director - Forensic Litigation & Valuation Services, Family Law & Business Disputes

Locations

Showing 1 location

Ft Worth, TX 76102, USA

Description

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Forensic, Litigation, & Valuation Services ("FLVS") Director to join our team!

The 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 fastest growing public accounting firm by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wider range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

• Classification: Full-time; Exempt
• 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

• 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 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 Whitley Penn

Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some 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
• 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.

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.