Litigation Services Operations Specialist bei Whitley Penn

Whitley Penn, a leading CPA and consulting firm, is seeking a dedicated individual who excels at meeting deadlines and demonstrates strong attention to detail and accuracy, all while maintaining a positive attitude. The ideal candidate will be professional, adaptable, punctual, and reliable, supporting our fast-paced and detail-driven litigation support team. A paralegal degree or certificate is required.

JOB DETAILS:

• Title: Litigation Services Operations Specialist
• 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.

How We Work 

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.

How Will You Make an Impact? 

• Manage a docket log with multiple deadlines for the litigation support department
• Manage incoming/outgoing correspondences with law firms to ensure deadlines are calendared and met
• Communicate with clients and law firms regarding discovery requests
• Manage appointment calendars, travel arrangements, expense reports, and assist partners with other deadlines
• Conduct new client phone screening, coordinate conference calls, and update clients and lawyers on status of cases
• Organize and maintain case files, both in paper and electronic format, ensuring files are maintained accurately and easy to access
• Coordinate with clients and attorneys to schedule meetings, assist with communications. and dispatch documents to law firms
• Prepare mediation and trial binders for partners
• Bates label documents as requested
• Proofread reports for accuracy, correct grammar/punctuation, and issue final documents/reports
• Schedule regular and special meetings; prepare and distribute agendas and pre-meeting materials, record and route minutes, and coordinate room, audio visual, and food arrangements

How Will You Get Here? 

• Minimum 2+ years of litigation support experience
• Paralegal degree or certificate required
• Associate or bachelor’s degree preferred
• Experience in accounting or finance 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
• 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, as well as 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

Why Should You Apply? 

• 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 4^th 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 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.

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