Associate - Forensic Litigation & Valuation Services

Whitley Penn • Fort Worth, TX

3d • Onsite

About The Position

Whitley Penn is seeking a Forensic, Litigation, & Valuation Services (FLVS) Associate for its Family Law & Business Disputes department. The team provides litigation support to attorneys and their clients on complex financial issues, including tracing and characterization of marital property, business valuations, damages and lost-profit calculations, forensic accounting, trust accounting, and business disputes.

The Associate will assist with forensic accounting, litigation support, and business valuation engagements, primarily involving marital property, divorce-related financial issues, business disputes, and other investigations and valuations for litigation. This is a full-time, exempt, fully on-site position in Fort Worth, Texas. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed.

Requirements

• At least 1 year of public accounting experience, demonstrating progression in the complexity, scope, and number of engagement assignments.
• Bachelor’s degree in accounting; other degrees may be considered.
• CPA license, a similar accounting-related license, or working toward eligibility to obtain a certification or license.
• Professional written and oral communication skills for interacting with team members, clients, attorneys, and referral sources internally and externally.
• Proficiency with technology and software tools, including Microsoft Office programs.
• Skills in financial and accounting modeling and use of related tools.
• Ability to manage multiple projects with different deadlines.
• Desire to continually learn and gain knowledge.

Nice To Haves

• An advanced degree in a related field.

Responsibilities

• Assist with forensic accounting, litigation support, and business valuation engagements, primarily related to marital property, divorce-related financial issues, business disputes, and other litigation-related investigations and valuations.
• Organize, review, and summarize documents produced by clients.
• Prepare document request lists.
• Research relevant information, including property records, entity filings, and industry data.
• Analyze, understand, and schedule financial and/or tax return information.
• Identify ownership, understand complex entity structures, and prepare organizational charts.
• Assist with deposition questions, mediation and trial strategies, and hearing and trial exhibits.
• Use critical thinking to identify, understand, and explain issues related to financial disputes.
• Communicate analyses effectively, with strong analytical skills and attention to detail.
• Research issues encountered on assignments, identify solutions, and communicate issues and solutions to seniors, directors, or partners.
• Ensure documents are reviewed and relevant facts are provided to the testifying expert.
• Attend client meetings with partners and managers to determine engagement scope and client expectations.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental and vision insurance.
• 17 annual firm holidays, including extended breaks around July 4th and year-end.
• 20 days of paid time off.
• Paid maternity and parental leave.
• 401(k) with profit sharing.
• Discretionary bonus program.
• Firm-paid Becker CPA Review Course and reimbursement for exam fees.
• Health and wellness program.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level