Litigation Support Services Senior Associate

Whitley Penn a leading CPA and Consulting firm is looking for a Litigation Support Services Senior Associate to join our team. This department offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. Were looking for a Senior Associate to join our family law group specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues.

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 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 that cover business and intangible asset valuations prepared for business planning tax financial reporting and litigation-related purposes.
• Communicate with Directors on the directions of the case and assist in making strategic recommendations exercising analytical skills for details and potential risks.
• Assist Directors in delivering complete reports accompanied by relevant supporting documents to the Managing Director for review.
• 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; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
• Develop an internal and external circle of influence participating 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 analyst and fostering a learning environment of continuous improvement.
• Review the work of Associates and provide feedback for corrections and changes if needed.
• Review formatting of schedules prepared (e.g. extra lines deleted consolidation of information etc.) spell check and foot and cross foot numerical totals for accurate financial information analysis. Ensure staffs work is completed in timely manner.
• Assisting in recruiting developing training material and acting as an instructor in professional development programs.

How Will You Get Here

• 2 years of progressive experience in accounting and/or finance preferably in an accounting firm or other professional services environment.
• Bachelors degree in accounting or finance.
• An advanced degree in a related field or a CPA license is a plus.
• 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.

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: All employment is decided on the basis of qualifications merit and business need.

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Required Experience:

Senior IC