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Whitley Penn

Paralegal

Whitley Penn, Granite Heights, Wisconsin, United States

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Whitley Penn, a leading CPA and consulting firm, is seeking a dedicated individual who excels at meeting deadlines and demonstrates strong attention to detail and accuracy, all while maintaining a positive attitude. The ideal candidate will be professional, adaptable, punctual, and reliable, supporting our fast-paced and detail-driven litigation support team. A paralegal degree or certificate is required.

JOB DETAILS

Title: Paralegal

Classification: Full-time; Exempt

Department: Forensic, Litigation, and Valuation Services

Location: Fort Worth

Office Expectations/Hours: Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open-door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

How Will You Make an Impact?

Manage a docket log with multiple deadlines for the litigation support department

Manage incoming/outgoing correspondences with law firms to ensure deadlines are calendared and met

Communicate with clients and law firms regarding discovery requests

Manage appointment calendars, travel arrangements, expense reports, and assist partners with other deadlines

Conduct new client phone screening, coordinate conference calls, and update clients and lawyers on status of cases

Organize and maintain case files, both in paper and electronic format, ensuring files are maintained accurately and easy to access

Coordinate with clients and attorneys to schedule meetings, assist with communications, and dispatch documents to law firms

Prepare mediation and trial binders for partners

Bates label documents as requested

Proofread reports for accuracy, correct grammar/punctuation, and issue final documents/reports

Schedule regular and special meetings; prepare and distribute agendas and pre-meeting materials, record and route minutes, and coordinate room, audio visual, and food arrangements

How Will You Get Here?

Minimum 2+ years of litigation support experience

Paralegal degree or certificate required

Associate or bachelor’s degree required

Experience in accounting or finance environment is strongly preferred

Team player with excellent interpersonal skills and good judgement

A demonstrated aptitude for dealing with a variety of situations and people

Ability to multitask, work at a fast pace, and meet critical deadlines

Strong organizational skills and attention to detail

Must possess excellent typing and grammatical skills, as well as strong analytical and demonstrated effective verbal, written, and listening skills

High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook

Able to quickly learn other software and database programs as needed

Capable of maintaining strict confidentiality

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, with extended breaks around July 4th and year end

20 days PTO

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

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 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: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0 All employment is decided on the basis of qualifications, merit, and business need.

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