What are the responsibilities and job description for the Forensic, Litigation and Valuation Services - Director position at Whitley Penn?
How We Work
Whitley Penn has become one of the 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 an 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?
- 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.
- Identify issues, communicate with Managing Directors on the direction of the case, and making strategic recommendations, exercising strong analytical skills for details and risk.
- Deliver complete reports to the Managing Director for review. The presented work product should be completed as if it is going to the attorneys/clients and should be accompanied by relevant supporting documents.
- Prepare the testifying expert for depositions and trials; ensuring the file is well-organized and all work papers and important documents are compiled in a binder for a quick and easy review by the testifying expert. Working closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
- Initiate business development activities and developing an internal and external circle of influence; participate in networking events, marketing events, and training.
- Lead departmental training for associate level professionals and fostering a learning environment of continuous improvement. Scheduling in house training, lunch and learns with Associates and all members of the team.
- Review the work of Associates and Senior Associates, and providing 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 staff’s work is completed in timely manner.
- Assist in recruiting, developing training material, and acting as an instructor in professional development programs.
How Will You Get Here?
- Minimum of five years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
- Bachelor’s degree in accounting, finance, or economics. An advanced degree in a related field or a CPA license is a plus.
- Broad background and knowledge in litigation/expert services and the calculation of damages in different types of matters.
- Proficiency in use of technology and accounting programs including MS Office.
- Effective communication skills
- Project management skills
- Proven business development ability
- Ability to manage and lead teams
- Ethics and compliance
- Problem solving skills
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.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)