Forensic Accounting & Litigation Senior Manager | Family Law

CBIZ; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ, Inc. in San Diego, CA, seeks a senior forensic accounting professional to perform valuation, forensic and appraisal analyses, and develop models for expert exhibits. You will support client engagements from start to finish, ensuring high standards and confidentiality.

Preferred candidates hold a Master’s in Accounting and CPA, with family law forensic accounting experience. Minimum requirements include a Bachelor's degree, 8 years in public accounting, and 5 years of supervision.

Qualifications

• Bachelor's degree in accounting or related field required.
• 8 years of experience in public accounting or related field.
• 5 years supervisory experience; must have active CPA or equivalent certification.

Responsibilities

• Perform preliminary valuation, forensic and appraisal analyses.
• Develop comparative adjusted financial statements and data input for expert exhibits.
• Identify issues and improvement opportunities with managers and partners.
• Assist in preparation of exhibits and background information for expert testimony.
• Work with discovery team to inventory and reconcile documents for submission to courts.
• Monitor engagement status and profitability and ensure client confidentiality.

Skills

Communication skills

CPA certification

Leadership

Education

Bachelor's degree

Master's degree in Accounting (preferred)

CPA certification

Job description

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. 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 clients expectation.

Preferred Qualifications

Master's degree in Accounting or related field. Family law forensic accounting experience. Minimum Qualifications

Minimum Qualifications

Bachelor's degree required8 years of experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on 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.