Forensic, Litigation and Valuation Services - Senior Associate

Whitley Penn•Fort Worth, TX

29d•Onsite

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Senior Associate to join our team. Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Assist with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and 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 analyst 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. Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.

Requirements

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.
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.

Nice To Haves

An advanced degree in a related field or a CPA license is a plus.

Responsibilities

Assist with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and 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 analyst 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.
Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.