Forensic Litigation & Valuation Services Senior Associate – Family Law & Business Disputes
Not Disclosed•Full-TimeOn-site
location_on401, Nichols Street, Downtown Fort Worth, Fort Worth, Tarrant County, Texas, 76102, United States
About the Team
Whitley Penn is a leading CPA and consulting firm, recognized as one of the region's most distinguished and fastest-growing public accounting firms. Our Forensic & Litigation Services (FLS) department specializes in providing a full range of litigation support services. We focus on helping attorneys and their clients navigate complex financial issues, particularly those related to marital property, divorce, and a wide array of business disputes.
We believe in working within collaborative teams, maintaining an open-door policy, and encouraging entrepreneurial thinking. Our culture is built on sharing knowledge, embracing diversity, and working together as a family where every person matters. We strive to provide exceptional service that reaches far beyond traditional accounting boundaries.
About the Role
As a Senior Associate in our Fort Worth office, you will be a vital part of our Matrimonial & Business Disputes team. This fully on-site role is designed for professionals who thrive in a dynamic environment where they can make a tangible impact on high-stakes legal and financial matters.
In this position, you will assist with forensic accounting, litigation support, and valuation engagements. Your day-to-day will involve communicating with Directors to understand case directions and offering strategic recommendations based on analytical insights. You will play a key role in preparing testifying experts for client meetings, depositions, and trials by organizing files, developing testimony outlines, and creating demonstrative exhibits.
Beyond technical execution, you will help lead the department's growth by managing projects, setting internal objectives, and delegating assignments. You will also contribute to our learning environment by leading departmental training for analysts, reviewing the work of Associates, and assisting in the development of professional training materials.
Hiring Process
We are looking for candidates who are ready to join a collaborative team and grow with us. While specific interview steps are not detailed here, we value candidates who demonstrate a desire to learn, strong problem-solving skills, and the ability to manage and lead teams effectively. We encourage you to apply if you are passionate about forensic accounting and eager to contribute to our firm's continued success.
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 decisions are made on the basis of qualifications, merit, and business need.
Work location
Work model: On-site
401, Nichols Street, Downtown Fort Worth, Fort Worth, Tarrant County, Texas, 76102, United States
Fort Worth, Texas
Key Responsibilities
- check_circleCommunicate with Directors on case directions and provide strategic recommendations based on analytical skills
- check_circleManage projects by setting internal objectives, delegating assignments, and ensuring timely completion
- check_circleAssist with forensic accounting, litigation support, and valuation engagements for marital and business disputes
- check_circleAssist Directors in preparing complete reports and supporting documents for Managing Director review
- check_circleLead departmental training for analysts and foster a continuous learning environment
- check_circleReview Associate work, provide feedback, and verify formatting and numerical accuracy of financial schedules
- check_circlePrepare testifying experts for client meetings, depositions, and trials by organizing files and developing testimony outlines
- check_circleParticipate in networking, marketing, and training events to develop internal and external professional influence
- check_circleAssist in recruiting, developing training materials, and instructing professional development programs
Requirements
- verified2+ years of progressive experience in accounting and/or finance
- verifiedBachelor's degree in accounting or finance
- verifiedCPA license preferred
- verifiedProficiency in MS Office
- verifiedKnowledge of litigation support and expert services
- verifiedProject management skills
- verifiedEthics and compliance knowledge
- verifiedFinancial standards, models, and tools knowledge
Nice to Have
An advanced degree in a related field or a CPA license.
Benefits & Perks
check_circleFirm Paid Medical Insurance with Free Employee Only Coverage on 2 of 3 planscheck_circleVoluntary Dental and Vision Insurancecheck_circle17 Annual Firm holidays including extended breaks around July 4th and year-endcheck_circle20 days Paid Time Off (PTO)check_circlePaid Maternity and Parental Leavecheck_circle401(k) with Profit Sharingcheck_circleDiscretionary Bonus Programcheck_circleFirm Paid Becker CPA Review Course and Reimbursement for Exam Feescheck_circleHealth and Wellness Programcheck_circlePet Insurance
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