Whitley Penn

Forensic Litigation & Valuation Services Managing Director

Whitley Penn$150K — $200K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of leadership experience in accounting or finance, preferably in a consulting environment.
  • Bachelor's degree in accounting or finance required; advanced degree or CPA license preferred.
  • Strong background in litigation/expert services and damage calculations.
  • Proficiency in MS Office and general technology use for accounting applications.
  • Demonstrated business development and project management skills.

Responsibilities

  • Direct forensic accounting and litigation support engagements focusing on marital property and business disputes.
  • Analyze issues and collaborate with Managing Directors on case direction and strategy.
  • Produce comprehensive reports for Managing Director review, ensuring clarity and necessary documentation is included.
  • Prepare the testifying expert for depositions and trials, organizing all relevant materials and developing outlines.
  • Drive business development through networking and marketing initiatives.
  • Lead training and development programs for associate professionals, fostering a culture of continuous improvement.
  • Review and provide feedback on associates' work to ensure accuracy and professionalism.

Benefits

  • Firm Paid Medical Insurance offering free coverage for employees on select plans.
  • 17 Annual Firm holidays with extended time off around key holidays.
  • 25 days of paid time off (PTO) to promote work-life balance.
  • Paid Maternity and Parental Leave to support family needs.
  • 401(k) with Profit Sharing to aid in long-term financial planning.
  • Discretionary Bonus Program to reward outstanding performance.
  • Firm Paid Becker CPA Review Course and exam fee reimbursements for career enhancement.
  • Health & Wellness Program to encourage a healthy lifestyle.
  • Pet Insurance to care for your furry family members.
Full Job Description
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.

Job Specifics:
  • 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 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 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 Do 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 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

#LI-ONSITE

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

About Whitley Penn

Whitley Penn is a full-service accounting firm headquartered in Dallas, Texas. The company was founded in 1983 and has since grown to include over 600 employees across multiple offices in Texas and Oklahoma. Whitley Penn provides a wide range of services, including audit and assurance, tax planning and preparation, business consulting, and wealth management. The company serves clients in a variety of industries, including healthcare, real estate, and energy. Whitley Penn is committed to providing exceptional service and building long-term relationships with its clients.
Learn more about Whitley Penn
Size
600 employees
Industry
Net Income
$10 million
Founded
1983
5 Year Trend
+10%
Revenue
$100 million

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