Qureos Mentor

Whitley Penn

<div>Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Senior Associate to join our team. Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context.

How We Work

Whitley Penn has become one of the region&rsquo;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. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?
<ul>
<li>Assist with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes.</li>
<li>Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks.</li>
<li>Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review.</li>
<li>Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put 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.</li>
<li>Develop an internal and external circle of influence, participating in networking events, marketing events, and training.</li>
<li>Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.</li>
<li>Lead departmental training for analyst and fostering a learning environment of continuous improvement.</li>
<li>Review the work of Associates and provide feedback for corrections and changes, if needed.</li>
<li>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&rsquo;s work is completed in timely manner.</li>
<li>Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.</li>
</ul>
How Will You Get Here?
<ul>
<li>2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment.</li>
<li>Bachelor&rsquo;s degree in accounting or finance.</li>
<li>An advanced degree in a related field or a CPA license is a plus.</li>
<li>Broad background and knowledge in litigation support /expert services.</li>
<li>Proficiency in use of technology and accounting programs including MS Office.</li>
<li>Effective written and oral communication skills.</li>
<li>Project Management skills.</li>
<li>Desire skills to manage and lead teams.</li>
<li>Ethics and compliance.</li>
<li>Problem solving.</li>
<li>Financial standards, models, and tools.</li>
<li>Interest in continually learning and gaining knowledge.</li>
</ul>
 Why Should You Apply?
<ul>
<li>Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)</li>
<li>Voluntary Dental and Vision Insurance</li>
<li>17 Annual Firm holidays, including extended breaks around July 4th and year-end</li>
<li>20 days PTO</li>
<li>Paid Maternity and Parental Leave</li>
<li>401(k) with Profit Sharing</li>
<li>Discretionary Bonus Program</li>
<li>Firm Paid Becker CPA Review Course &amp; Reimbursement for Exam Fees</li>
<li>Health &amp; Wellness Program</li>
<li>Pet Insurance</li>
</ul>
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on 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 follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

#LI-ONSITE
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Forensic, Litigation and Valuation Services - Senior Associate

<div>Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Associate to join our team! Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context.

How We Work

Whitley Penn has become one of the region&rsquo;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. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?
<ul>
<li>Assist with forensic accounting, litigation support, and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes.</li>
<li>Organize, review, and summarize documents produced by clients.</li>
<li>Prepare document request lists.</li>
<li>Research relevant information including property records, entity filings, and industry data.</li>
<li>Schedule financial and/or tax return information.</li>
<li>Identify relevant entities and prepare organizational charts.</li>
<li>Assist in deposition, mediation and trial preparation strategies and preparation of exhibits.</li>
<li>Ability to identify issues, communicate with exercise strong analytical skills for details.</li>
<li>Attempt to work through issues encountered in assignments by researching the issue at hand, identify solutions, and communicate the issue and the solution to the seniors, managers, senior managers or partners.</li>
<li>Ensure all the documents have been reviewed and the relevant facts are given to the expert witness or individual testifying.</li>
<li>Attend client meetings with partners and managers to determine scope of engagement and continued client expectations.</li>
<li>Serve as a &ldquo;Buddy&rdquo; to interns and assist them in assimilating into the department and firm.</li>
<li>Represent the firm at Campus Recruiting events.</li>
</ul>
How Will You Get Here?
<ul>
<li>0-2 years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.</li>
<li>Bachelor&rsquo;s degree in accounting or finance. An advanced degree in a related field a plus.</li>
<li>A CPA license or working toward eligibility to sit for the CPA exam is preferred.</li>
<li>Excellent written and oral communication skills to interact with team members, clients, attorneys, and referral sources both internally and externally.</li>
<li>Proficiency in use of technology and accounting programs including MS Office.</li>
<li>Skills in ethics and compliance, and financial standards, models and tools.</li>
<li>Skills in project management and project management.</li>
<li>Desire to manage and lead teams, and an interest in continually learning and gaining knowledge.</li>
</ul>
Why Should You Apply?
<ul>
<li>Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)</li>
<li>Voluntary Dental and Vision Insurance</li>
<li>17 Annual Firm holidays, including extended breaks around July 4th and year-end</li>
<li>20 days PTO</li>
<li>Paid Maternity and Parental Leave</li>
<li>401(k) with Profit Sharing</li>
<li>Discretionary Bonus Program</li>
<li>Firm Paid Becker CPA Review Course &amp; Reimbursement for Exam Fees</li>
<li>Health &amp; Wellness Program</li>
<li>Pet Insurance</li>
</ul>
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on 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 follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

#LI-ONSITE
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Forensic, Litigation and Valuation Services - Associate

<div>Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Associate to join our team! Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We&rsquo;re looking for an Associate to join our family law group, specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues.

How We Work

Whitley Penn has become one of the region&rsquo;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. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?
<ul>
<li>Assist with forensic accounting, litigation support, and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes.</li>
<li>Organize, review, and summarize documents produced by clients.</li>
<li>Prepare document request lists.</li>
<li>Research relevant information including property records, entity filings, and industry data.</li>
<li>Schedule financial and/or tax return information.</li>
<li>Identify relevant entities and prepare organizational charts.</li>
<li>Assist in deposition, mediation and trial preparation strategies and preparation of exhibits.</li>
<li>Ability to identify issues, communicate with exercise strong analytical skills for details.</li>
<li>Attempt to work through issues encountered in assignments by researching the issue at hand, identify solutions, and communicate the issue and the solution to the seniors, managers, senior managers or partners.</li>
<li>Ensure all the documents have been reviewed and the relevant facts are given to the expert witness or individual testifying.</li>
<li>Attend client meetings with partners and managers to determine scope of engagement and continued client expectations.</li>
<li>Serve as a &ldquo;Buddy&rdquo; to interns and assist them in assimilating into the department and firm.</li>
<li>Represent the firm at Campus Recruiting events.</li>
</ul>
How Will You Get Here?
<ul>
<li>0-2 years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.</li>
<li>Bachelor&rsquo;s degree in accounting or finance. An advanced degree in a related field a plus.</li>
<li>A CPA license or working toward eligibility to sit for the CPA exam is preferred.</li>
<li>Excellent written and oral communication skills to interact with team members, clients, attorneys, and referral sources both internally and externally.</li>
<li>Proficiency in use of technology and accounting programs including MS Office.</li>
<li>Skills in ethics and compliance, and financial standards, models and tools.</li>
<li>Skills in project management and project management.</li>
<li>Desire to manage and lead teams, and an interest in continually learning and gaining knowledge.</li>
</ul>
Why Should You Apply?
<ul>
<li>Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)</li>
<li>Voluntary Dental and Vision Insurance</li>
<li>17 Annual Firm holidays, including extended breaks around July 4th and year-end</li>
<li>20 days PTO</li>
<li>Paid Maternity and Parental Leave</li>
<li>401(k) with Profit Sharing</li>
<li>Discretionary Bonus Program</li>
<li>Firm Paid Becker CPA Review Course &amp; Reimbursement for Exam Fees</li>
<li>Health &amp; Wellness Program</li>
<li>Pet Insurance</li>
</ul>
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on 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 follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

#LI-ONSITE
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

<div>Whitley Penn, a leading CPA and Consulting firm, is looking for a Forensic, Litigation and Valuation Services (FLVS) Director to join our team. Our FLVS team offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We&rsquo;re looking for a Director to join our family law group, specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues.

How We Work

Whitley Penn has become one of the region&rsquo;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. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?
<ul>
<li>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 that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes.</li>
<li>Identify issues, communicate with Managing Directors on the direction of the case, and make strategic recommendations, exercising strong analytical skills for details and risk.</li>
<li>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.</li>
<li>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.</li>
<li>Initiate business development activities and developing an internal and external circle of influence; participate in networking events, marketing events, and training.</li>
<li>Lead departmental training for associate level professionals and fostering a learning environment of continuous improvement.</li>
<li>Review the work of Associates and provide feedback for corrections and changes, if needed.</li>
<li>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&rsquo;s work is completed in timely manner.</li>
<li>Assist in recruiting, developing training material, and acting as an instructor in professional development programs.</li>
</ul>
How Will You Get Here?
<ul>
<li>5+ years of progressive experience in accounting and/or finance culminating into a leadership role including management experience, preferably in a consulting environment.</li>
<li>Bachelor&rsquo;s degree in accounting or finance.</li>
<li>An advanced degree in a related field or a CPA license is a plus.</li>
<li>Broad background and knowledge in litigation support /expert services.</li>
<li>Proficiency in use of technology and accounting programs including MS Office.</li>
<li>Effective written and oral communication skills.</li>
<li>Project Management skills.</li>
<li>Desire skills to manage and lead teams.</li>
<li>Ethics and compliance.</li>
<li>Problem solving.</li>
<li>Financial standards, models, and tools.</li>
<li>Interest in continually learning and gaining knowledge.</li>
</ul>
 Why Should You Apply?
<ul>
<li>Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)</li>
<li>Voluntary Dental and Vision Insurance</li>
<li>17 Annual Firm holidays, including extended breaks around July 4th and year-end</li>
<li>25 days PTO</li>
<li>Paid Maternity and Parental Leave</li>
<li>401(k) with Profit Sharing</li>
<li>Discretionary Bonus Program</li>
<li>Firm Paid Becker CPA Review Course &amp; Reimbursement for Exam Fees</li>
<li>Health &amp; Wellness Program</li>
<li>Pet Insurance</li>
</ul>
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on 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 follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

#LI-ONSITE
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Forensic, Litigation and Valuation Services - Director

Join Whitley Penn and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Whitley Penn

ABOUT_COMPANY

Forensic, Litigation and Valuation Services - Senior Associate

Forensic, Litigation and Valuation Services - Associate

Forensic, Litigation and Valuation Services - Senior Associate

Forensic, Litigation and Valuation Services - Associate

Forensic, Litigation and Valuation Services - Director