Forensic Accounting & Litigation Associate II

CBIZ; San Diego (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

CBIZ is seeking a Forensic and Litigation Associate to join its advisory team in a role focusing on forensic accounting, valuations, and expert witness support. You will work directly with corporate clients under supervision, contributing to complex engagements and client service excellence.

The role emphasizes accuracy, professional standards, and collaborative teamwork, with opportunities for training and development within a client-focused advisory practice at CBIZ Advisory.

Qualifications

• Bachelor's degree required.
• 1 year of relevant professional experience.
• Demonstrated ability to communicate verbally and in writing at all organizational levels.
• Proficient use of applicable technology.
• Must be able to travel based on client and business needs.

Responsibilities

• Perform preliminary valuation, forensic, and appraisal analyses and data input for exhibits.
• Apply knowledge of statutory and family codes in forensic accounting contexts.
• Participate in client engagements from start to finish.
• Create forensic/economics models for presenting analyses.
• Identify case issues and communicate findings to managers and partners.

Skills

Verbal and written communication

Adaptability to client needs

Travel readiness

Education

Bachelor's degree

CPA in progress

Job description

Description

#LI-AM1 #LI-Onsite #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 servicesand monitor engagement status and profitability as well as attending to clients expectation

Preferred Qualifications

• CPA or in process of obtaining CPA

Qualifications

Minimum Qualifications

• Bachelor's degree
• Minimum of 1 year of relevant professional experience
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs