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Whitley Penn · 1 day ago

Litigation Support Services Associate

Ft Worth, Texas, United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

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

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

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

Qualification

Forensic accountingLitigation supportValuation servicesCPA licenseMS Office proficiencyEthicsComplianceWritten communicationOral communicationProject managementTeam leadership

Required

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

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