Forensic Accounting & Litigation Supervising Senior Associate | Family Law

CBIZ; Tampa (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

CBIZ, Inc. in Tampa, FL, seeks a Senior Forensic Accountant to perform preliminary valuation, forensic and appraisal analyses and develop exhibits for expert testimony.

The role supports project management and supervision of staff, applies statutory and family-code knowledge to forensic accounting, and collaborates with clients from start to finish while maintaining professional standards and confidentiality.

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

Responsibilities

• Perform 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, 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.

Skills

Forensic accounting

Project management

Time management

Supervision

Written and verbal communication

Data analysis

Education

Bachelor's degree in Accounting/related field

Master's degree in Accounting/Taxation or related field

CPA certification preferred

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.
• 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, 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

• Family law forensic accounting experience
• 1 year supervisory experience
• CPA candidates preferred

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

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.