Advisory Senior Associate (Litigation Support)

Sorren; Saint Petersburg (FL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive health coverage

401(k) retirement plan

Paid holidays including winter break

Parental leave after one year

CPA exam support

Job summary

Sorren is seeking an experienced Senior Associate to join its Litigation Support team in the Tampa Bay area, focusing on family law matters. The role involves financial analysis, expert report preparation, and collaboration with attorneys and senior professionals in a dynamic advisory environment.

The ideal candidate will have 3–5 years in litigation support, CPA/CFE/CFF/CVA/CBA/ABV certifications, a accounting degree, and strong Excel/forensic tools skills.

Qualifications

• 3–5 years of experience in litigation support or related work.
• CPA, CFE, CFF, CVA, CBA, or ABV license or eligible.
• Bachelor’s degree in accounting or related field.
• Understanding of complex accounting principles, debits/credits, journal entries, and financial statements.
• Excellent verbal and written communication; drafting client reports is a plus.
• Proficiency in Excel and forensic accounting tools; data visualization a plus.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Willingness to work full-time and beyond regular hours as needed.
• Experience supporting expert witnesses in family law, commercial litigation, or related matters.

Responsibilities

• Prepare complex case documentation and financial analyses with minimal supervision.
• Collaborate with attorneys, participating in case strategy meetings and communicating findings.
• Draft initial versions of expert witness reports with data accuracy and clarity.
• Assist in courtroom presentations and client-facing deliverables.
• Translate financial information into clear formats for legal teams and clients.
• Mentor junior team members through guidance and knowledge sharing.
• Meet annual billable hour targets to support team productivity.

Skills

Litigation support

Financial analysis

Analytical thinking

Verbal & written communication

Report drafting

Education

Bachelor’s degree in accounting or related field

CPA license

CFE

CFF

CVA

CBA

ABV

Tools

Microsoft Excel

Forensic accounting tools

Data visualization

Job description

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human‑first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high‑performing yet balanced work environment where career development and personal well‑being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work‑life balance. Because at Sorren, your success is our success.

Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long‑term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary

We are seeking an experienced Senior Associate to join our Litigation Support team in Tampa Bay with a focus on family law matters. This role will support complex divorce and related proceedings through financial analysis, expert report preparation, and collaboration with attorneys and senior professionals. The ideal candidate has an interest in family law litigation and is eager to build expertise while contributing to our growing practice.

Your Impact (Essential Duties)

• Independently prepare complex case documentation, financial analyses, and reconciliations with minimal supervision
• Collaborate with attorneys and legal teams under supervision, participating in case strategy meetings and assisting in the communication of financial findings
• Draft initial versions of expert witness reports, ensuring data accuracy, logical structure, and professional presentation
• Assist in the development of courtroom presentations and client‑facing deliverables; comfortable supporting or presenting in high‑pressure environments
• Translate complex financial information into clear, understandable formats for legal teams, clients, and non‑technical audiences
• Contribute to the mentorship and development of junior team members through informal guidance and knowledge sharing
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity

Your Background

• Required minimum: 3–5 years of experience in litigation support or related work
• Certifications: CPA, CFE, CFF, CVA, CBA, or ABV license or eligible
• Education: Bachelor’s degree in accounting or related field
• Understanding of complex accounting principles, including debits/credits, journal entries, and financial statements
• Strong analytical, organizational, and problem‑solving skills with keen attention to detail
• Excellent verbal and written communication skills; experience drafting client reports is a plus
• Proficiency in Microsoft Excel and forensic accounting tools; experience with data visualization is a plus
• Ability to manage multiple tasks and deadlines in a fast‑paced environment
• Ability to follow procedures and deliver high‑quality, reliable work
• Ability to work independently while proactively seeking support as needed to maintain efficiency and productivity
• Experience supporting expert witnesses in legal matters or working on cases involving family law, commercial litigation, financial fraud, or economic damages
• Full‑time commitment and flexibility to work beyond regular hours to meet team deadlines

Why Choose Us?

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm‑sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full‑time employees regularly scheduled to work at least 30 hours per week.

Sorren, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Third-Party Resume Submission Policy

Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e‑mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms. Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people possible. Our continued success depends on it.