What are the responsibilities and job description for the Forensic, Litigation and Valuation Services - Associate position at Whitley Penn?
How We Work
Whitley Penn has become one of the region’s 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 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.
- 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?
- 0-2 years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
- Bachelor’s 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 in project management and project management.
- Desire to manage and lead teams, and an 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
- 20 – 25 days PTO for Salaried Employees
- 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: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
