Forensic, Litigation and Valuation Services Operations Specialist na Whitley Penn

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. The ideal candidate must be professional, flexible, punctual, and dependable in order to accommodate busy and detail-oriented executives and staff. This position is working with the Forensic, Litigation, and Valuation Services team.

JOB DETAILS:

• Title: FLVS Operations Specialist
• Classification: Full-time; Exempt
• Department: Forensic, Litigation, & 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 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. 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? 

• 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 regularly and special meetings; prepare and distribute agendas, pre-meeting materials, record and route minutes as well as coordinate room, audio visual, and food arrangements.

 How Will You Get Here? 

• Minimum 2+ years of general clerical/administrative assistance experience and supporting multiple executives and staff.
• Paralegal degree or certificate strongly preferred,
• 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 I 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.

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
• Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
• 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 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.