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Whitley Penn · 5 days ago

Litigation Support Services Director

Austin, Texas, United States

Full-time

Onsite

Lead/Staff, Director/Executive

5+ years exp

Whitley Penn, a leading CPA and Consulting firm, is looking for a Litigation Support Services Director to join their family law group. The role involves directing forensic accounting and litigation support services, primarily focusing on complex financial issues related to marital property and divorce.

AccountingProfessional Services

Growth Opportunities

Responsibilities

Direct 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

Identify issues, communicate with Managing Directors on the direction of the case, and make strategic recommendations, exercising strong analytical skills for details and risk

Deliver complete reports to the Managing Director for review 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. Work 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

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

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

Qualification

Forensic accountingLitigation supportValuation servicesCPA licenseAccounting programsProject ManagementEthicsComplianceEffective communicationTeam managementProblem solvingContinuous learning

Required

5+ 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 or finance

Broad background and knowledge in litigation support /expert services

Proficiency in use of technology and accounting programs including MS Office

Effective written and oral communication skills

Project Management skills

Desire skills to manage and lead teams

Ethics and compliance

Problem solving

Financial standards, models, and tools

Interest in continually learning and gaining knowledge