Legal Administrative Assistant

Overview

Whitley Penn, a leading CPA and Consulting firm, is seeking an intelligent, upbeat and tireless individual who can not only meet and exceed important deadlines but will also exhibit a high degree of accuracy and quality in the tasks assigned while maintaining a positive attitude.

This position works with the Forensic, Litigation, and Valuation Services team.

• Title:
  
  Legal Administrative Assistant
• Classification:
  Full-time;
  Exempt
• Department:
  Forensic, Litigation, and Valuation Services
• Location:
  
  Fort Worth
• Office Expectations/
  
  Hours:
  
  Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open‑door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

• Scan paper documents to be electronically filed.
• Conserve executive and staff time by managing incoming/outgoing correspondence, busy appointment calendars, travel arrangements, expense reports, and assisting with presentations.
• Answer/screen incoming phone calls, coordinating conference calls, and receiving visitors as required.
• Type, edit, copy, and process correspondences, reports, and financial information. Proofread for accuracy, correct grammar/punctuation, and issue final documents/reports.
• Schedule regular and special meetings; prepare and distribute agendas, pre‑meeting materials, record and route minutes as well as coordinate room, audio visual, and food arrangements.

• Minimum 2+ years of general clerical/administrative assistance experience and supporting multiple executives and staff.
• Experience in accounting or legal environment is strongly preferred.
• Team player with excellent interpersonal skills and good judgement.
• A demonstrated aptitude for dealing with a variety of situations and people in a professional yet personal manner is required.
• Ability to multitask, work at a fast pace, and meet critical deadlines.
• Strong organizational skills and attention to detail.
• Must possess excellent typing and grammatical skills. Strong analytical and demonstrated effective verbal, written, and listening skills.
• High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook.
• Able to quickly learn other software and database programs as needed.
• Capable of maintaining strict confidentiality.

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4th and year end
• 20 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

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. Whitley Penn is a participant in E‑Verify; please review disclosure notifications. All employment is decided on the basis of qualifications, merit, and business need.