Forensic Accounting & Litigation Senior Manager | Family Law

CBIZ Advisory Services; San Diego (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

CBIZ Advisory Services is seeking an experienced professional for a forensic accounting role in San Diego, California. You will perform forensic analyses, manage client engagements, and assist in preparing expert witness exhibits.

The ideal candidate holds a Master’s degree in Accounting, has at least 8 years of experience in public accounting, and possesses an active CPA. Strong communication and supervisory skills are essential.

Qualifications

• Master’s degree in Accounting or related field.
• 8 years of experience in public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.

Responsibilities

• Perform valuation, forensic, and appraisal analyses.
• Manage all aspects of client engagements.
• Participate in training and developing staff.
• Assist in preparation of exhibits for expert testimony.

Skills

Forensic accounting

Client management

Supervisory skills

Communication

Time management

Education

Master's degree in Accounting or related field

Bachelor's degree

Tools

Accounting software

Job description

Responsibilities

• 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, 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 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 client expectations.

Preferred Qualifications

• Master’s degree in Accounting or related field.
• Family law forensic accounting experience.

Minimum Qualifications

• Bachelor's degree required.
• 8 years of experience in public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• 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 business needs.