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Whitley Penn · 1 day ago

Litigation Support Services Senior Associate

Ft Worth, Texas, United States

Full-time

Onsite

Mid, Senior Level

2+ years exp

Whitley Penn, a leading CPA and Consulting firm, is looking for a Litigation Support Services Senior Associate to join our team. The role involves providing litigation support services related to financial matters, particularly in family law, assisting attorneys and clients with complex financial issues related to marital property and divorce.

AccountingProfessional Services

Growth Opportunities

Responsibilities

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 staff’s work is completed in timely manner

Assisting in recruiting, developing training material, and acting as an instructor in professional development programs

Qualification

Forensic accountingLitigation supportValuation servicesCPA licenseMS Office proficiencyProject managementEthicsComplianceFinancial standardsEffective communicationTeam managementProblem solving