Forensic Litigation & Valuation Services Managing Director

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

Benefits offered by this job

Medical insurance

PTO - 25 days

Discretionary bonus program

Becker CPA Review course reimbursed

Health & wellness program

Parental leave

Job summary

Whitley Penn seeks a Managing Director for Forensic, Litigation, & Valuation Services in Fort Worth, TX. Lead engagements related to marital property, damages, and complex financial matters; coordinate with outside counsel to implement strategy and ensure high-quality results.

You will direct client assignments, supervise staff, and develop business opportunities while maintaining rigorous professional standards in a fast-growing firm positioned for high-impact advisory work.

Qualifications

• 7+ years progressive accounting/finance leadership, preferably in consulting.
• Bachelor's degree in accounting or finance.
• CPA licensed or advanced degree is a plus.
• Broad experience in litigation/expert services and damages calculations.
• Proficient in MS Office; strong written and verbal communication.
• Proven project management and business development abilities.
• Ability to lead teams and uphold ethics and compliance.

Responsibilities

• Direct forensic accounting, litigation support and valuations for divorce-related issues.
• Identify issues, advise on direction, and make strategic recommendations.
• Deliver complete reports with supporting documents for attorneys/clients.
• Prepare testifying experts for depositions and trials with organized files.
• Engage in business development and networking to expand the practice.
• Lead departmental training and foster continuous improvement.
• Review Associates' work and provide corrective feedback.
• Review schedules for accuracy and ensure timely completion of work.
• Assist in recruiting and developing training materials; act as instructor.

Skills

Leadership

Financial analysis

MS Office

Communication

Project management

Business development

Team leadership

Ethics & compliance

Problem solving

Education

Bachelor's in accounting/finance

CPA or advanced degree (plus)

Tools

MS Office

Job description

Whitley Penn,oneofthe nation's leading audit, tax, and advisoryfirms, 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 high-level of client services is achieved.

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

• 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

• 7+ 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.
• Effective communication skills
• Project management skills
• Proven business development ability
• Ability to manage and lead teams
• Ethics and compliance
• Problem solving skills

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
• 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.

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