1-3 years of experience
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Forensic, Litigation and Valuation Services Staff
Whitney Penn LLP | Fort Worth, Texas
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Job Description

Professional Summary FLVS Staff will be assigned to client engagements and introduced to basic accounting and financial analysis projects. They work closely with seniors and management to ensure a high-level of client service is achieved. FLVS Staff must excel in a dynamic environment and take on new responsibilities as necessary while operating within the highest of ethical standards.

FLVS Staff must possess fundamental business acumen will help FLVS professionals:

* Organize, review and summarize documents produced by clients.
* Prepare document request lists.
* Research relevant information including property records, entity filings, and industry data.
* Schedule financial and/or tax return information.
* Identify relevant entities and prepare organizational charts.
* Assist in deposition, mediation and trial preparation strategies and preparation of exhibits. Professional Skills and Expectations Technical and Client Service
* Ability to identify issues, communicate with exercise strong analytical skills for details.
* 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.
* Accept additional assignments; put forth extra effort to ensure assignments are completed timely and to ensure the best service possible is provided.
* Ensure all the documents have been reviewed and the relevant facts are given to the expert witness or individual testifying.
* Ability to grasp technology, understanding the capabilities of accounting systems. Self-sufficient in Microsoft applications including Excel, Word, PowerPoint and Outlook.
* Attend client meetings with partners and managers to determine scope of engagement and continued client expectations. Communication
* Excellent written and oral communication skills to interact with team members, clients, attorneys, and referral sources both internally and externally.
* Be proactive in asking for clarification and feedback, and guidance on assignments. Communicate timely with partners, senior managers and managers the progress of work assignments.
* Develop an internal and external circle of influence; participate in campus recruiting, networking events, marketing events, and educational sessions. Engagement Economics
* Comply with firm policies regarding daily time reporting. Have a general understanding of engagement economics.
* Review work in progress and be cognizant of budget busts and proactively communicate with partners, senior managers, or managers on any budget issues.
* Ensure deadlines are met and cases with no deadlines are expedited especially if there are available staffing resources. Staff Development/Leadership
* Serve as a "Buddy" to interns and assist them in assimilating into the department and firm.
* Represent the firm at Campus Recruiting events.


* 0-2 years of experience in public accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
* Bachelor's or Master's degree in accounting.
* Must be eligible or working toward eligibility to sit for the CPA exam.
* Normally, the firm requires that each member of its professional staff obtain a minimum of 40 hours of CPE each year (or, alternatively, meet the CPE requirements of the AICPA).

Other Functions

* Prepares other reports and projects as requested from time to time by managers or partners.
* Performs other duties as may be assigned.

Required Licenses, Certificates or Knowledge

* A Certified Public Accountant is preferred.
* A current and valid driver license.

Working Conditions

* Regular, physical, and predictable on-site job attendance.
* Routine same-day travel for work at client's offices, meetings, and seminars which requires use of a personal vehicle.
* Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars.
* Additional hours as needed to meet client expectations and deadlines.

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