Whitley Penn
Forensic, Litigation and Valuation Services - Associate
Whitley Penn, Fort Worth, Texas, United States, 76102
Overview
Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Associate to join our team! Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We’re looking for an 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.
Responsibilities Assist on different types of forensic accounting, litigation support and valuation engagements including internal investigations, tracing funds and assets, civil and criminal litigation support, and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and 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.
Identify issues and communicate with strong analytical skills for details.
Research issues, identify solutions, and communicate them to seniors, managers, senior managers or partners.
Ensure all 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.
Qualifications 0-2 years of experience in public accounting, demonstrating progression in complexity, scope, and number of engagement assignments.
Bachelor’s degree in accounting or finance. An advanced degree in a related field is 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 technology and accounting programs including MS Office.
Skills in ethics and compliance, and financial standards, models and tools.
Skills in project management and leadership with a desire to manage and lead teams, and a commitment to 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
Equal Opportunity
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to 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. All employment is decided on the basis of qualifications, merit, and business need.
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Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Associate to join our team! Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We’re looking for an 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.
Responsibilities Assist on different types of forensic accounting, litigation support and valuation engagements including internal investigations, tracing funds and assets, civil and criminal litigation support, and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and 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.
Identify issues and communicate with strong analytical skills for details.
Research issues, identify solutions, and communicate them to seniors, managers, senior managers or partners.
Ensure all 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.
Qualifications 0-2 years of experience in public accounting, demonstrating progression in complexity, scope, and number of engagement assignments.
Bachelor’s degree in accounting or finance. An advanced degree in a related field is 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 technology and accounting programs including MS Office.
Skills in ethics and compliance, and financial standards, models and tools.
Skills in project management and leadership with a desire to manage and lead teams, and a commitment to 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
Equal Opportunity
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to 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. All employment is decided on the basis of qualifications, merit, and business need.
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