Forensic Accounting Associate - Family Law

J.S. Held LLC; Irvine (CA); Hybrid; USD 80,000 - 85,000; Full time

Benefits offered by this job

Flexible work environment

Generous PTO policy

Medical, Dental, and Vision insurance

401(k) match

Commuter benefit

Job summary

A financial consulting firm is seeking an Associate to join their Economic Damages & Valuations team in Irvine, California. The role involves conducting forensic accounting tasks, supervising interns, and preparing detailed analyses for litigation and business valuations. Candidates should hold a Bachelor's degree, preferably be CPA candidates, and possess strong analytical and communication skills. The position offers a flexible work environment and a comprehensive benefits package.

Qualifications

• Bachelor’s Degree from a four-year institution or related experience.
• Outstanding interpersonal communication and analytical skills are a must.
• Proficiency in accounting and database software.

Responsibilities

• Supervises interns and document clerks.
• Inputs and analyzes complex financial data.
• Creates demonstrative charts and graphs.
• Drafts sections for business valuation reports.

Skills

Outstanding interpersonal communication

Analytical skills

Organizational skills

Finance knowledge

Accounting knowledge

Education

Bachelor’s Degree

CPA or CPA candidate

Tools

QuickBooks

Excel

Access

PowerPoint

Word

Outlook

Job description

Job Description

We are seeking an Associate to join our Economic Damages & Valuations team. This is a unique opportunity for an entrepreneurial, highly driven person with a well‑rounded skill set to apply their finance and accounting knowledge across a variety of different projects. You will be responsible for performing various forensic accounting procedures, including constructing sophisticated analyses, performing calculations, and independently developing work product for litigation and business valuation engagements.

Job Responsibilities

• Supervises interns and document clerks in conducting their duties & responsibilities.
• Inputs and analyzes complex financial statement and tax return data.
• Inputs and analyzes complex banking and transactional data.
• Reviews and reconciles banking and transactional data input.
• Creates demonstrative tables, charts, and graphs.
• Conducts research relevant to case issues (companies; real estate; parties, etc.).
• Reviews and revises missing document grids.
• Conducts research related to business valuation engagements.
• Drafts designated sections of business valuation reports.
• Identifies areas of potential fraud, defalcation, and inappropriate deductions.
• Analyzes separate property and transmutation claims in divorce engagements.
• Prepares disclosure statements for divorce engagements.
• Prepares responsive documents for interrogatory requests.
• Prepares responsive documents for Demand requests.
• Prepares marital standard of living analyses for divorce engagements.
• Prepares gross income analyses for divorce engagements.
• Prepares tracing analyses for divorce engagements.
• Prepares credit and reimbursement analyses for divorce engagements.
• Prepares apportionment analyses for divorce engagements.
• Prepares DissoMaster™ input spreadsheets for divorce engagements.
• Prepares property balance sheets for divorce engagements.
• Participates in recruiting and retention activities.
• Assists in the development of internal and external training events.
• Teaches basic internal training courses.
• Prepares employee reviews.
• Performs other related duties as assigned by Senior Associates or others.

Supervisory Responsibilities

• Responsible for supervising 5 to 8 interns and/or document clerks.

Qualifications

• Bachelor’s Degree (BA) from a four‑year college or university or related experience, training, or combination thereof.
• CPA or CPA candidate, or other experience.
• Computer skills required: Accounting Software (QuickBooks); Database Software (Access); Development Software; Internet Software; Spreadsheet Software (Excel); Inventory Software; Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint).
• To be considered for this role, you will be required to provide a copy of your college transcript.
• Outstanding interpersonal communication, organizational, and analytical skills.

Physical and Mental Job Qualifications

• Occasionally required to stand.
• Frequently required to walk.Continually required to sit.
• Continually required to utilize hand and finger dexterity.
• Continually required to talk or hear.
• Occasionally exposed to outside weather conditions.
• The noise level in the work environment is usually quiet.
• The employee must occasionally lift and/or move more than 25 pounds.
• Specific vision abilities required include close, distance, color, peripheral vision, depth perception, and the ability to adjust focus.

Benefits

• Flexible work environment allows employees to work remotely, when needed.
• Generous PTO policy.
• Medical, Dental, and Vision insurance.
• 401(k) match.
• Commuter benefit.

Salary

A reasonable estimate of the salary range for this role is $80,000 - $85,000. The final offer will consider skills, experience, training, location, scope, and management responsibility.

Additional Information

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Equal Employment Opportunity

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are an individual with a disability and would like to request a reasonable accommodation, please email [e-mail] and include “Applicant Accommodation” within the subject line of your request.