Forensic Accounting & Litigation Manager | Family Law

CBIZ Advisory Services; Tampa (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

CBIZ, Inc. is seeking a forensic accounting professional to perform preliminary valuation, forensic and appraisal analyses, and develop data for expert witness exhibits.

The role involves applying family law principles and communicating findings to managers and clients. Responsibilities include client engagements from start to finish, preparing exhibits, assisting in testimony, and maintaining professional standards while mentoring staff and contributing to a team-oriented service approach.

Qualifications

• Bachelor's degree required.
• Master's degree preferred.
• Active CPA or equivalent certification required.

Responsibilities

• Perform preliminary valuation, forensic and appraisal analyses.
• Develop comparative adjusted financial statements and data for exhibits.
• Participate in client engagements from start to finish.
• Create forensic and economics models for presentation.
• Communicate findings and issues to management and clients.
• Assist in preparation of exhibits and testimony.
• Maintain highest professional standards and confidentiality.
• Train and supervise staff and monitor engagement status.

Skills

Verbal and written communication

Travel readiness

Technology proficiency

Education

Bachelor's degree

Master's degree

CPA certification

Job description

Job Description

• 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 client's expectation
  

ResponsibilitiesEssential 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 client's expectation
  

Preferred Qualifications

• Master's degree
• 3 years supervisory experience
• Family Law forensic accounting experience
  

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
  

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.