Forensic Litigation and Valuation Services - Associate

Whitley Penn a leading CPA and Consulting firm is looking for a Forensic Litigation and Valuation Services (FLVS) Associate to join our team in Houston or Dallas! This team provides analysis advice and expert testimony to attorneys and clients involved in commercial litigation as well as forensic and valuation services outside of a litigation context.

Our professionals assist with the complex financial and economic issues that arise in various commercial disputes including but not limited to shareholder and partner disputes contract and transaction disputes intellectual property disputes business interruption cases bankruptcy litigation fraud and forensic litigation loss/damage determination and lost earnings calculations.

How We Work

Whitley Penn has become one of the regions 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 opendoor 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 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.
• Represent the firm at Campus Recruiting events.

How Will You Get Here

• 02 years of experience in public accounting demonstrating a progression in complexity scope and number of engagement assignments.
• Bachelors 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 inproject management and project management.
• Desire to manage and lead teams and an interestin 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 yearend
• 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 EVerify please follow the link to review disclosure notifications: All employment is decided on the basis of qualifications merit and business need.