Managing Director, Forensic & IP Disputes — Hybrid

Whitley Penn; Austin (TX); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision Insurance

PTO - 25 days? PTO? (stated later)

Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Becker CPA Review Course reimbursement

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn seeks a Forensic & Litigation Services Managing Director for Commercial & Intellectual Property Disputes in Austin. The role directs assignments, collaborates with management and outside counsel, and ensures high-level client service across IP and commercial disputes.

Requires a CPA (preferred), 9+ years of leadership in accounting/finance, and a strong background in damages calculations. Hybrid work expectations apply with a focus on strategic case directions and business

Qualifications

• Bachelor’s degree in accounting, finance, or economics; advanced degree in a related field a plus.
• A CPA license is preferred and/or other suitable professional credentials or designations as needed.
• 9+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
• A broad background and knowledge in litigation/expert services and the calculation of damages in different types of matters is required.
• Proficiency in use of technology and accounting programs including MS Office.
• Ability to manage and lead teams; ethics and compliance.

Responsibilities

• Calculate economic damages in matters including IP disputes, contracts, and business valuations.
• Make strategic recommendations on case directions based on analysis and risk.
• Ensure reports and schedules are accurate and complete for expert testimony.
• Lead client meetings to define engagement scope and manage expectations.
• Review and guide staff work to ensure timely, high-quality deliverables.
• Prepare supporting documents and exhibits for depositions and trials.

Skills

Leadership

Client management

Damages calculation

Financial analysis

MS Office

Education

Bachelor’s degree in accounting/finance/economics

CPA license (preferred)

Tools

MS Excel

MS Word

Job description

Whitley Penn seeks a Forensic & Litigation Services Managing Director for Commercial & Intellectual Property Disputes in Austin. The role directs assignments, collaborates with management and outside counsel, and ensures high-level client service across IP and commercial disputes.

Requires a CPA (preferred), 9+ years of leadership in accounting/finance, and a strong background in damages calculations. Hybrid work expectations apply with a focus on strategic case directions and business