Director - Forensic Litigation & Valuation Services, Family Law & Business Disputes
About The Position
Whitley Penn is seeking a Forensic, Litigation, & Valuation Services (FLVS) Director to direct, administer, and coordinate client assignments. The role works closely with team members and outside counsel to implement business strategies and tactics and deliver high-level client service. The FLVS department provides litigation support for complex financial issues, including marital property tracing and characterization, business valuations, damages and lost profits calculations, forensic accounting, trust accounting, and other business disputes. The Director will lead forensic accounting, litigation support, and valuation engagements, primarily involving marital property and divorce-related financial issues, along with other litigation-related investigations and valuations. The position is fully on-site at the Fort Worth, Texas office. 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 5 years of progressive accounting and/or finance experience culminating in a leadership role, including management experience; consulting-environment experience is preferred.
- Bachelor’s degree in accounting or finance.
- Broad background and knowledge in litigation and expert services and calculating damages in different types of matters.
- Proficiency with technology and accounting programs, including Microsoft Office.
- Effective communication skills.
- Project management skills.
- Proven business development ability.
- Ability to manage and lead teams.
- Ethics and compliance.
- Problem-solving skills.
Nice To Haves
- Experience in a consulting environment.
- An advanced degree in a related field.
- CPA license.
Responsibilities
- Direct forensic accounting, litigation support, and valuation engagements, primarily involving marital property and divorce-related financial issues and other litigation-related investigations and valuations.
- Identify issues, communicate with Managing Directors about case direction, and make strategic recommendations using strong analytical skills and attention to detail and risk.
- Deliver complete reports to the Managing Director for review, with relevant supporting documents, prepared to a standard suitable for attorneys and clients.
- Prepare the testifying expert for depositions and trials by organizing files and compiling work papers and important documents for efficient review.
- Work with the testifying expert to develop testimony outlines and demonstrative trial exhibits.
- Initiate business development activities and develop an internal and external circle of influence; participate in networking, marketing, and training events.
- Lead departmental training for associate-level professionals and foster continuous improvement.
- Review Associates’ work and provide feedback and requested corrections or changes.
- Review schedule formatting, spelling, and numerical totals, including footing and cross-footing, for accurate financial analysis.
- Ensure staff work is completed in a timely manner.
- Assist with recruiting, develop training materials, and serve as an instructor in professional development programs.
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.
- 25 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.
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What This Job Offers
Job Type
Full-time
Career Level
Director
