Forensic Accounting & Litigation Associate I

CBIZ Advisory Services; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

CBIZ Advisory Services is seeking a Forensic and Litigation Associate to join the Client Services group in San Diego. You will perform advanced forensic accounting duties, including working directly for corporate clients under supervision, and contribute to business appraisal and valuation engagements.

The role involves preparing exhibits, modeling forensic economics, and ensuring professional standards while collaborating with management and partners.

Qualifications

• Bachelor's degree required
• Internship experience in accounting or related field preferred
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

Responsibilities

• Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits
• Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting
• Participate in client assignments from beginning to end
• Create forensic and economics models for presentation of forensic standard accounting system
• Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements
• Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
• Assist in preparation of exhibits and background information for expert witness testimony
• Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct
• They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation

Skills

Communication skills

Travel flexibility

Technology proficiency

Education

Bachelor's degree

CPA preferred

Job description

Responsibilities

The Forensic and Litigation Associates work as members of the Client Services group and can expect a diverse experience ranging from accounting procedures for litigation engagements to the performance of business appraisal and valuation services. This position performs many duties of an advanced level forensic accountant including working directly for corporate clients, under the supervision of upper-level management. Associate I's and Associate II's ("Associates") provide outstanding service to our valued clients.

Job Description

#CBIZAdvisory

Responsibilities

The Forensic and Litigation Associates work as members of the Client Services group and can expect a diverse experience ranging from accounting procedures for litigation engagements to the performance of business appraisal and valuation services. This position performs many duties of an advanced level forensic accountant including working directly for corporate clients, under the supervision of upper-level management. Associate I's and Associate II's ("Associates") provide outstanding service to our valued clients.

Essential Functions And Primary Duties

• Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits.


• Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.


• Participate in client assignments from beginning to end.


• Create forensic and economics models for presentation of forensic standard accounting system.


• Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.


• Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients


• Assist in preparation of exhibits and background information for expert witness testimony


• Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.


• They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation

Preferred Qualifications

• CPA or in process of obtaining CPA

Minimum Qualifications

• Bachelor's degree required


• Internship experience in accounting or related field preferred


• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally


• Proficient use of applicable technology


• Must be able to travel based on client and business needs

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.