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About the Role
Whitley Penn, a leading audit, tax, and advisory firm, seeks a Forensic, Litigation, & Valuation Services (FLVS) Director to manage client assignments, collaborate with teams and counsel, and ensure high client service standards. The FLVS department specializes in complex financial issues for attorneys and clients, including marital property, business valuations, damages, and forensic accounting.
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 for litigation-related purposes.
- Identify issues, communicate with Managing Directors on case direction, and make strategic recommendations, exercising strong analytical skills for details and risk.
- Deliver complete reports to the Managing Director for review, accompanied by relevant supporting documents.
- Prepare testifying experts for depositions and trials, ensuring organized files and compiled work papers for easy review.
- Work closely with testifying experts in developing testimony outlines and demonstrative exhibits for trial.
- Initiate business development activities and develop internal and external circles of influence; participate in networking, marketing, and training events.
- Lead departmental training for associate-level professionals and foster a learning environment of continuous improvement.
- Review the work of Associates and provide feedback for corrections and changes.
- Review formatting of schedules, spell check, and foot and cross-foot numerical totals for accurate financial information analysis.
- Ensure staff work is completed in a timely manner.
- Assist in recruiting, developing training material, and acting as an instructor in professional development programs.
Requirements
- 5+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
- 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
Skills
- Forensic accounting
- Litigation support
- Valuation
- Marital property and divorce-related financial issues
- Business valuations
- Damages
- Lost profits calculations
- Forensic accounting
- Trust accounting
- Business disputes
- MS Office
Location
- Austin, TX
Work Type
- Full-time
- Exempt
- Fully on-site
Experience Level
- Director
- 5+ years of progressive experience in accounting and/or finance
- Leadership role
- Management experience
Education Level
- Bachelor’s degree in accounting or finance
- An advanced degree in a related field or a CPA license is a plus
Benefits
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays, including extended breaks around July 4th and year-end
- 25 days PTO
- 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
About the Company
- Whitley Penn is one of the nation’s leading audit, tax, and advisory firms.
- Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting.
- In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services.
- We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture.
- At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together.
- We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.
Equal Opportunity
- Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to 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.
- All employment is decided on the basis of qualifications, merit, and business need.