Forensic Litigation & Valuation Services Managing Director

Whitley Penn; Austin (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Firm-Paid Medical Insurance

Voluntary Dental and Vision Insurance

25 days PTO

401(k) with Profit Sharing

Discretionary Bonus Program

Job summary

Whitley Penn, a distinguished CPA and consulting firm in Austin, TX, is seeking a Forensic, Litigation, & Valuation Services Managing Director. This leader will oversee forensic accounting, litigation support, and valuation engagements, ensuring high-quality client service and effective business strategies.

The ideal candidate has substantial experience and is skilled in team management, business development, and comprehensive financial analysis. Join us for a fulfilling career with exceptional growth opportunities.

Qualifications

• 7+ years of progressive experience in accounting and finance, preferably in consulting.
• Effective communication and project management skills.
• Ability to manage and lead teams.

Responsibilities

• Direct forensic accounting and valuation engagements related to legal matters.
• Review and provide feedback on associates' work.
• Prepare expert witnesses for depositions and trials.

Skills

Forensic accounting

Litigation support

Financial analysis

Leadership

Communication

Project management

Business development

Education

Bachelor's degree in accounting or finance

Advanced degree in a related field or CPA license (plus)

Tools

MS Office

Job description

Whitley Penn, a leading CPA and consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Managing 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 Managing 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 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

• Classification: Full‑time; Exempt
• Department: Forensic, Litigation, & Valuation Services
• 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 develop an internal and external circle of influence; participate in networking events, marketing events, and training.
• Lead departmental training for associate level professionals and foster 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 a timely manner.
• Assist in recruiting, developing training material, and acting as an instructor in professional development programs.

What Do You Need to Get Here?

• 7+ years of progressive experience in accounting and/or finance culminating in 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.
• Effective communication skills.
• Project management skills.
• Proven business development ability.
• Ability to manage and lead teams.
• Ethics and compliance.
• Problem‑solving skills.

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 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.