Forensic Accounting & Litigation Senior Associate

CBIZ; Chicago (IL); On-site; USD 85,000 - 95,000; Full time

Job summary

An established industry player is seeking a Forensic Accounting & Litigation Senior Associate to join their dynamic team. In this role, you will engage in diverse forensic accounting tasks, from preliminary valuations to developing forensic models for litigation. You'll work closely with corporate clients, ensuring the highest professional standards while contributing to team development and client satisfaction. This innovative firm offers a collaborative environment where your expertise will drive impactful solutions for clients. Join a team that values your contributions and provides opportunities for growth in a rewarding career path.

Benefits

Comprehensive medical and dental insurance

Retirement savings plan

Life and disability insurance

Education assistance

Certification incentives

Referral program

Qualifications

• 3+ years of experience in public accounting or related field required.
• Strong communication skills and ability to manage multiple assignments.

Responsibilities

• Perform forensic and appraisal analyses for litigation engagements.
• Create forensic models and communicate findings to clients and partners.

Skills

Forensic Accounting

Valuation Analysis

Communication Skills

Project Management

Client Interaction

Education

Bachelor's Degree in Accounting or related field

Valuation Credential (ASA, CFA, CPA)

Tools

Accounting Software

Data Analysis Tools

Job description

Forensic Accounting & Litigation Senior Associate

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

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 accountant including working directly for corporate clients, under the supervision of upper level management.

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.
• Litigation Seniors contribute to activities at the senior level including interfacing with associates for project management, time management, and general supervision and guidance.
• 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, findings, 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 the highest degree of professional standards, client confidentiality, and personal conduct.
• 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 clients' expectations.

Preferred Qualifications

• 1 year supervisory experience.
• Family law forensic accounting experience.
• ASA, CFA, CPA or valuation credential.

Minimum Qualifications Required

• 3 years of experience in public accounting or related field.
• 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.

The annual salary target for this job in this market is $85,000 - $95,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.

About the Company

CBIZ, Inc. delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.