Forensic Accounting & Litigation Manager

CBIZ; United States; Hybrid; USD 110,000 - 170,000; Full time

Job summary

CBIZ Advisory in the United States is seeking an experienced CPA to lead client engagements as a trusted advisor. You will manage engagement deliverables, supervise staff, and ensure quality control, on-time delivery, and budget adherence.

The role requires a Bachelor's in Accounting, 5 years public accounting, 3 years supervisory, active CPA, and ability to travel. You will develop new business, present to clients, and mentor juniors while fostering a collaborative team culture.

Qualifications

• Bachelor's degree in accounting or related field required.
• Master's degree in Accounting, Taxation or related field preferred.
• Active CPA or equivalent certification required.
• 5 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Ability to travel based on client and business needs.
• Proficient use of applicable technology.

Responsibilities

• Serve as client's trusted advisor and identify client issues and solution options.
• Manage engagement deliverables such as financial statements and tax returns with QC.
• Supervise, train and mentor staff; ensure on-time delivery and budgeting.
• Develop engagement budgets and monitor billings and realizations.
• Participate in client meetings, presentations, and cross-service opportunities.
• Foster a collaborative team culture and support management decisions.

Skills

Client communication

Team leadership

Budgeting & billing

Education

Bachelor's degree

Master's degree in Accounting/Taxation

Active CPA or equivalent certification

Job description

Description

#LI-AM1 #LI-Hybrid #CBIZAdvisory

Responsibilities

Essential Functions and Primary Duties

• Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client's organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field

Qualifications

Minimum Qualifications

• Bachelor's degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology