Forensic Accounting & Litigation Supervising Senior Associate

CBIZ; United States; Hybrid; USD 70,000 - 110,000; Full time

Job summary

CBIZ Advisory is seeking a Forensic and Litigation Associate to join the Client Services group in a hybrid environment. You will work on accounting procedures for litigation engagements, business valuations, and advanced forensic work for corporate clients under senior management supervision.

Responsibilities include developing workplans, performing economic damages calculations, preparing expert reports and exhibits, managing client relationships, and researching industry and technical guidance

Qualifications

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field.
• 3 years of experience in public accounting or related field.
• 1 year supervisory experience.
• CPA certification preferred.
• Ability to manage deadlines, work on multiple assignments and prioritize.
• Strong verbal and written communication across levels.

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 relations

Research skills

Education

Bachelor's degree in Accounting

Master’s degree in Accounting or related field

CPA certification

CFE

CFF

ACAMS

ABV

Job description

Description

#LI-AM1 #LI-Hybrid #CBIZAdvisory

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 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 degreein accounting or related field

Qualifications

Minimum Qualifications

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred


• 3 years of experience in public accounting or related field


• 1 year supervisory experience


• CPA certification 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