Forensic Litigation & Valuation Services Senior Associate

Whitley Penn; Fort Worth (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Paid Holidays

PTO 20 days

Parental Leave

Job summary

Whitley Penn, a leading audit, tax, and advisory firm, seeks a Forensic, Litigation, & Valuation Services (FLVS) Senior Associate in Fort Worth, TX. This on-site role involves forensic accounting, valuation engagements, and litigation support for complex financial matters.

The Senior Associate will coordinate with Directors, prepare reports and trial-ready materials, and mentor analysts while contributing to business development and process improvements.

Qualifications

• Bachelor’s degree in accounting or finance; CPA a plus.
• Advanced degree in related field is a plus.
• CPA license or eligibility to sit for CPA exam preferred.

Responsibilities

• Assist with forensic accounting, litigation support, and business valuation engagements.
• Communicate with Directors on case directions and assist in strategic recommendations.
• Assist in delivering complete reports with supporting documents to the Managing Director.
• Prepare the testifying expert for meetings, depositions, and trials with organized files and exhibits.
• Develop internal/external network through networking and training events.
• Manage projects by setting objectives and delegating tasks to meet timelines.
• Lead departmental training for analysts and foster continuous improvement.

Skills

Forensic accounting

Litigation support

Project management

Team leadership

MS Office

Education

Bachelor’s degree in accounting or finance

Advanced degree preferred

CPA license preferred

Tools

MS Office

Job description

Whitley Penn,oneofthe nation’s leading audit, tax, and advisoryfirms, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Senior 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.
• Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks.
• Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review.
• Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put 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.
• Develop an internal and external circle of influence, participating in networking events, marketing events, and training.
• Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
• Lead departmental training for analysts 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 timely manner.
• Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.

What You Need to Get Here

• 2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment.
• Bachelor’s degree in accounting or finance. An advanced degree in a related field a plus.
• A CPA license or working toward eligibility to sit for the CPA exam is preferred.
• Broad background and knowledge in litigation support /expert services.
• Proficiency in use of technology and accounting programs including MS Office.
• Effective written and oral communication skills.
• Project Management skills.
• Desire skills to manage and lead teams.
• Ethics and compliance.
• Problem solving.
• Financial standards, models, and tools.
• Interest in continually learning and gaining 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.