Forensic Litigation & Valuation Services Director

Forensic Litigation & Valuation Services Director

Job Category: FLVS

Requisition Number: FOREN
004608

Job Type: Full-Time

TX Fort Worth
640 Taylor St Ste 2200
Ft Worth, TX 76102, USA

Whitley Penn is looking for a Forensic, Litigation, & Valuation Services (FLVS) 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 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 a high‑level of client service is achieved.

Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.

• Classification:
  Full-time;
  Exempt
• Location:
  
  Fort Worth, TX
• 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.

• 5+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.
• Bachelor’s degree in accounting or finance.
• 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.
• Ability to manage and lead teams
• Ethics and compliance

• 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…