Forensic Accounting & Litigation Senior Associate

CBIZ; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

CBIZ, Inc. (NYSE: CBZ) is seeking a Forensic and Litigation Associate within the Client Services group.

The role involves developing workplans for dispute engagements, performing detailed calculations for economic damages, and supporting the preparation of client deliverables, expert reports, and trial exhibits. You will manage client relationships as a primary contact, coordinate research across industry and accounting guidance, and participate in training and team development.

Qualifications

• Bachelor's degree and 3 years of experience in public accounting or related field; CPA candidates preferred.
• 1 year of supervisory experience preferred.
• CPA designation or active pursuit of credentials (CFE, CFF, ABV, etc.) preferred.

Responsibilities

• 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.

Skills

Forensic accounting

Litigation support

Client relationship management

Communication

Education

CPA designation

Master's degree in accounting

Bachelor's degree

Job description

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 advance 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

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.