Forensic Litigation & Valuation Services Senior Associate - Commercial & Intellectual Property Disputes

Discover Your Potential at Whitley Penn•Dallas, TX

4d•Hybrid

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic & Litigation Services (FLS) Senior Associate to join our team! The FLS – Commercial & Intellectual Property Disputes department provides analysis, advice, and expert testimony to attorneys and clients involved in intellectual property and commercial disputes. Senior Associates direct, administer, and coordinate client assignments in support of department goals and objectives. They work directly with the Managing Directors, Directors, Associate Directors, and outside counsel to ensure that business strategies and tactics are effectively implemented, and a high level of client services is achieved. Senior Associates must possess fundamental business knowledge. Whitley Penn has become one of the 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 an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

Requirements

Bachelor’s degree in accounting, finance, or economics; advanced degree in a related field a plus
A CPA license is preferred and/or other suitable professional credentials or designations as needed
3+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment
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

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
Assist in reviewing and analyzing documents; highlight and communicate relevant documents and testimony to team members; ensure all documents have been reviewed
Communicate with Associate Directors, Directors, and Managing Directors on the direction of the case and assist in making strategic recommendations; exercise analytical skills for details and potential risks
Assist the Associate Directors and Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review
Help 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
Attend client meetings with Partners and Directors to determine scope of engagement and continued client expectations
Develop an internal and external circle of influence; participate 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 associate-level professionals and foster a learning environment of continuous improvement; schedule in-house training, lunch and learns with Associates and all members of the team
Review the work of Associates and Senior Associates, and provide feedback for corrections and changes, if needed; ensure staff’s work is completed in timely manner
Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.); spell check, foot, and cross foot numerical totals for accurate financial information analysis
Assist in recruiting, developing training material, and acting as an instructor in professional development programs