Forensic & Litigation Services Associate - Commercial & Intellectual Property Disputes

Whitley Penn•Houston, TX

14h•Hybrid

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic & Litigation Services (FLS) Associate to join our team! Our FLS - Commercial & Intellectual Property Disputes department provides analysis, advice, and expert testimony to attorneys and clients involved in intellectual property and commercial disputes.

Requirements

0-2 years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
Bachelor’s degree in accounting or finance. An advanced degree in a related field a plus.
Excellent written and oral communication skills to interact with team members, clients, attorneys, and referral sources both internally and externally.
Proficiency in use of technology and accounting programs including MS Office.
Skills in ethics and compliance, and financial standards, models and tools.
Skills in project management and project management.
Desire to manage and lead teams, and an interest in continually learning and gaining knowledge.

Nice To Haves

A CPA license or working toward eligibility to sit for the CPA exam is preferred.
An advanced degree in a related field a plus.

Responsibilities

Assist on calculating economic damages in different types of matters, such as litigation matters involving patent, trademark, and copy right infringement, theft of trade secrets, breach of contract, business valuation, solvency, fraud, business interruption, personal injury, wrongful death, and wrongful termination.
Organize, review, and summarize documents produced by clients.
Prepare document request lists.
Research relevant information including property records, entity filings, and industry data.
Schedule financial and/or tax return information.
Identify relevant entities and prepare organizational charts.
Assist in deposition, mediation and trial preparation strategies and preparation of exhibits.
Ability to identify issues, communicate with exercise strong analytical skills for details.
Attempt to work through issues encountered in assignments by researching the issue at hand, identify solutions, and communicate the issue and the solution to the seniors, managers, senior managers or partners.
Ensure all the documents have been reviewed and the relevant facts are given to the expert witness or individual testifying.
Attend client meetings with partners and managers to determine scope of engagement and continued client expectations.
Serve as a “Buddy” to interns and assist them in assimilating into the department and firm.