Forensic Accounting & Litigation Senior Associate

CBIZ Advisory Services; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

CBIZ Advisory Services in Boston, MA is seeking Forensic and Litigation Associates to support litigation engagements and business valuations. Responsibilities include managing client relationships, developing engagement workplans, and performing economic damage calculations.

The ideal candidate will have a Bachelor's degree, 2+ years in forensic accounting, and be a CPA candidate. This role emphasizes communication and organizational skills, along with team collaboration for a successful client engagement.

Qualifications

• 2+ years of relevant experience in forensic accounting and/or litigation support consulting.
• 1 year of supervisory experience.
• Possession or active pursuit of relevant credentials (CFE, CFF, ACAMS, ABV, etc.).
• Demonstrated ability to communicate verbally and in writing.

Responsibilities

• Develop and execute workplans for dispute engagements and forensic accounting investigations.
• Assist with managing client relationships as a primary point of contact.
• Complete detailed calculations in complex litigation matters.

Skills

Forensic accounting

Litigation support consulting

Client communication

Research skills

Team collaboration

Education

Bachelor's degree

Master's degree in accounting or related field

CPA designation

Tools

Accounting software

Job description

Responsibilities

The Forensic and Litigation Associates work as a member 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 and litigation support accountant including working directly for corporate clients, under the supervision of upper level management.

Essential Functions And Primary Duties

• Develop and execute workplans for dispute engagements, forensic accounting investigations, and business valuation engagements.
• Complete detailed calculations, such as economic damages in complex litigation matters.
• Assist with the preparation of client deliverables, including presentations, expert witness reports and accompanying exhibits, trial demonstratives, etc.
• Assist with managing client relationships, including serving as a primary point of contact.
• Complete research: industry, business, technical accounting and economic damage guidance, etc.
• Balance multiple client engagements and other responsibilities.
• Proactively communicate efficiently and effectively to all levels of the engagement team.
• Participate in training, staff development, and building an inclusive and collaborative team environment.
• Maintain and comply with the highest degree of professional standards, client confidentiality, and personal conduct.

Preferred Qualifications

• 2+ years of relevant experience in forensic accounting and/or litigation support consulting
• 1 year of supervisory experience
• CPA designation
• Possession or active pursuit of relevant credentials (CFE, CFF, ACAMS, ABV, etc.)
• Master's degree in accounting or related field

Minimum Qualifications Required

• Bachelor's degree
• 3 years of experience in public accounting or related field
• 1 year of supervisory experience preferred
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• 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

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