Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for a Forensic, Litigation, & Valuation Services (FLVS) Managing Director to join our team. Our FLVS department offers a full range of litigation support services, specializing in helping attorneys and their clients understand and resolve complex financial issues related to tracing and characterization of marital property, business valuations, damages, and lost profits calculations, forensic accounting, trust accounting, and other issues arising in a wide range of business disputes.
The FLVS Managing Director will direct, administer, and coordinate client assignments and work closely with team members and outside counsel to ensure that business strategies and tactics are effectively implemented and high-level of client services is achieved.
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.
- Office Expectations/Hours: fully on-site position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.
- 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 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.
- 7+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
- An advanced degree in a related field or a CPA license is a plus.
- 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.
Our total rewards are incredibly competitive. We work hard and recharge so that we can be our best selves for our clients. Explore some of our benefits below:
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- 17 Annual Firm holidays, including extended breaks around July 4th and year-end
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees