Whitley Penn

Forensic Litigation & Valuation Services Senior Associate

Whitley Penn • $75K — $95K *
Austin, TX 78745In-Person
Legal & Accounting
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years in accounting or finance, preferably in a professional services environment.
  • Bachelor's degree in accounting or finance; advanced degree is a plus.
  • CPA license preferred or working toward eligibility.
  • Strong background in litigation support/expert services.
  • Proficient in MS Office and accounting software.
  • Excellent written and oral communication skills.
  • Demonstrated project management and leadership abilities.

Responsibilities

  • Assist with forensic accounting and business valuation engagements.
  • Communicate case directions and make strategic recommendations with Directors.
  • Prepare comprehensive reports for review by Managing Director.
  • Organize materials for testifying expert for client meetings and trials.
  • Develop networking connections and participate in marketing events.
  • Manage projects, set objectives, and delegate assignments effectively.
  • Lead training for analysts and ensure continuous improvement.

Benefits

  • Firm Paid Medical Insurance for employees on select plans.
  • Voluntary Dental and Vision Insurance options.
  • 17 Firm holidays with extended breaks.
  • 20 days PTO annually.
  • Paid Maternity and Parental Leave.
  • 401(k) with Profit Sharing benefits.
  • Discretionary Bonus Program.
  • Firm Paid Becker CPA Review Course with exam fee reimbursement.
  • Health & Wellness Program availability.
  • Pet Insurance options.
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.

Job Specifics:
  • Title: Senior Associate
  • Classification: Full-time; Exempt
  • Department: Forensic, Litigation, & Valuation Services
  • Location: Austin, TX
  • Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed

What Will You 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.

How Will You 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 Should You Apply?
  • 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

#LI-ONSITE

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
Legal & Accounting
Net Income
$10 million
Founded
1983
5 Year Trend
+10%
Revenue
$100 million
* Ladders Estimates

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