Forensic, Litigation, & Valuation Services Associate – Family Law & Business Disputes

Discover Your Potential at Whitley Penn•Ft Worth, TX

1d•Onsite

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation, & Valuation Services (FLS) Associate to join our team. Our FLS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues, as well as a wide range of business disputes. Job Details: Title: Associate Classification: Full-time; Exempt Department: Forensic, Litigation, & Valuation Services – Matrimonial & Business Disputes Location: Fort Worth Office Expectations/Hours: fully on-site position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed. 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 for litigation-related purposes. 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. 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. How Will You Get Here? 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. A CPA license or working toward eligibility to sit for the CPA exam is preferred. 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. Why Should You Apply? 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 20 days PTO Paid Maternity and Parental Leave 401(k) with Profit Sharing Discretionary Bonus Program Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees Health & Wellness Program Pet Insurance Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0 . All employment is decided on the basis of qualifications, merit, and business need. #LI-ONSITE

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.
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

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

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 for litigation-related purposes.
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.
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.