2+ years of experience in accounting or finance, ideally in a professional services setting.
Bachelor's degree in accounting or finance; advanced degree is a plus.
CPA license preferred or working towards eligibility for the CPA exam.
Strong background in litigation support and expert services.
Proficient in MS Office and accounting software.
Excellent written and verbal communication skills.
Project management and team leadership skills.
Responsibilities
Assist with forensic accounting and litigation support for complex financial issues.
Communicate case directions and strategic recommendations to Directors.
Prepare comprehensive reports for review by the Managing Director.
Organize materials for testifying experts for client meetings and trials.
Develop professional networks through events and training.
Manage projects by setting objectives and delegating tasks.
Lead training sessions for analysts and provide constructive feedback.
Benefits
Firm paid medical insurance with free employee-only coverage on select plans.
Voluntary dental and vision insurance options.
17 annual firm holidays, including extended breaks around July 4th and year-end.
20 days of paid time off (PTO).
Paid maternity and parental leave.
401(k) plan with profit sharing.
Discretionary bonus program.
Firm paid Becker CPA review course and exam fee reimbursement.
Health and wellness program.
Pet insurance options.
Full Job Description
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.
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 rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some 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
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.
