Senior Associate - Forensic Litigation & Valuation Services

Whitley Penn•Fort Worth, TX

3d•Onsite

About The Position

Whitley Penn is seeking a Forensic, Litigation, & Valuation Services (FLVS) Senior Associate for its Family Law & Business Disputes department. The department provides litigation support for complex financial matters, including marital property tracing and characterization, business valuations, damages and lost profits calculations, forensic accounting, trust accounting, and other business disputes. The position assists with forensic accounting, litigation support, and valuation engagements, primarily involving marital property, divorce-related financial issues, business disputes, and other litigation-related investigations and valuations. The Senior Associate supports Directors with case direction and strategic recommendations, prepares reports and supporting documentation for Managing Director review, and helps prepare testifying experts for client meetings, depositions, and trials. The role also manages projects, reviews Associates’ work, leads training, contributes to recruiting and professional development, and participates in networking and marketing activities. This is a full-time, exempt, fully onsite position in Fort Worth, Texas. 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 2 years of progressive experience in accounting and/or finance.
Bachelor’s degree in accounting or finance.
Broad background and knowledge in litigation support or expert services.
Proficiency with technology and accounting programs, including Microsoft Office.
Effective written and oral communication skills.
Project management skills.
Ethics and compliance knowledge.
Problem-solving skills.
Knowledge of financial standards, models, and tools.
Interest in continually learning and gaining knowledge.

Nice To Haves

Experience in an accounting firm or other professional services environment.
Advanced degree in a related field.
CPA license or working toward eligibility to sit for the CPA exam.
Skills and desire to manage and lead teams.

Responsibilities

Assist with forensic accounting, litigation support, and business valuation engagements, primarily involving marital property, divorce-related financial issues, business disputes, and litigation-related investigations and valuations.
Communicate with Directors about case direction and assist with strategic recommendations, applying analytical skills to identify details and potential risks.
Assist Directors in delivering complete reports and relevant supporting documents to the Managing Director for review.
Prepare testifying experts for client meetings, depositions, and trials by organizing files, work papers, and important documents, and work with experts to develop testimony outlines and trial demonstrative exhibits.
Develop an internal and external circle of influence by participating in networking events, marketing events, and training.
Manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
Lead departmental training for analysts and foster continuous improvement.
Review Associates’ work and provide feedback or request corrections and changes as needed.
Review the formatting of schedules, spell-check documents, verify numerical totals, and ensure staff work is completed on time.
Assist with recruiting, develop training materials, and instruct 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.
20 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.