Senior Associate - Forensic Litigation & Valuation Services

Whitley Penn; Fort Worth (TX); Vor Ort; USD 85.000 - 125.000; Vollzeit

Benefits dieser Stelle

Firm-paid health insurance

Dental and vision coverage

PTO 20 days

Maternity and parental leave

401(k) with profit sharing

Discretionary bonus program

Zusammenfassung

Whitley Penn, a leading audit, tax, and advisory firm, seeks a FLVS Senior Associate in Fort Worth, TX. This fully on-site role focuses on forensic accounting, litigation support, and valuation engagements, especially marital property and business disputes.

You will collaborate with Directors, prepare comprehensive reports, and help train analysts while advancing your leadership and technical skills in a high-growth firm environment.

Qualifikationen

• 2+ years of progressive experience in accounting/finance.
• Bachelor’s degree in accounting or finance; CPA is a plus.
• CPA license or working toward eligibility is preferred.
• Broad background in litigation support / expert services.
• Proficiency in MS Office.
• Effective written and oral communication skills.
• Project management skills and leadership potential.
• Ethics and compliance orientation.
• Problem solving and analytical mindset.
• Knowledge of financial standards, models, and tools.
• Interest in continual learning and knowledge expansion.

Aufgaben

• Assist with forensic accounting, litigation support, and business valuations for marital property and disputes.
• Communicate directions to Directors and contribute strategic recommendations.
• Deliver complete reports with supporting documents to the Managing Director.
• Prepare testifying expert materials and binders for trials and depositions.
• Develop internal/external networks through events and training.
• Manage projects by setting objectives and delegating tasks.
• Lead departmental training and foster continuous improvement.
• Review Associates' work for accuracy and consistency.
• Review schedules, ensure correct formatting and totals.
• Assist in recruiting and developing training materials.

Kenntnisse

Forensic accounting

Litigation support

Valuation

Project management

MS Office

Ausbildung

Bachelor's degree in accounting/finance

CPA license preferred

Tools

MS Office

Jobbeschreibung

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Forensic, Litigation, & Valuation Services ("FLVS") Senior Associate 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.

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:

• Job Title: FLVS Senior Associate
• Classification: Full-time; Exempt
• Department: Forensic, Litigation, & Valuation Services - Matrimonial & Business Disputes
• 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.

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