Senior Associate

J.S. Held LLC; Irvine (CA); Remote; USD 115,000 - 130,000; Full time

Benefits offered by this job

Remote work allowed

Flexible Time Off

Medical, Dental, and Vision Insurance

401k Match

Job summary

J.S. Held LLC in Irvine, CA, seeks a Senior Forensic Accountant / Business Valuation Specialist to supervise and perform multiple engagements, construct sophisticated analyses, and independently develop work products for litigation and valuation engagements.

You will interact with clients, study relevant case law and statutes, and mentor staff while delivering high‑quality reports. Flexible remote work options are available with a strong benefits package.

Qualifications

• Bachelor's Degree from four‑year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
• CPA, CPA candidate, or other relevant experience.
• Generally, minimum 2 years of related professional work experience

Responsibilities

• Supervises subordinates in conducting their duties & responsibilities.
• Analyzes opposing expert reports and summarize differences with our reports.
• Possesses superior knowledge of Microsoft Excel and related office software.
• Creates & modifies Excel models and templates.
• Prepares Demands, Subpoenas, Special Interrogatories, and Requests for Admission.
• Prepares Motions to Compel based on missing document grids.
• Performs Economic, industry and financial research and analysis of BV engagements.
• Determines cost of capital in business valuation engagements.
• Drafts business valuation reports.
• Researches and understands relevant case law and statutory law.
• Completes complex and sophisticated forensic accounting assignments.
• Compiles completed forensic accounting work for declarations, testimony and settlement.
• Compiles reports to be issued by the firm.
• Completes Xspouse calculations for divorce engagements.
• Teaches complex internal training seminars; assists in external events.
• Assumes designated campus responsibility for recruiting and retention activities.
• Organizes and attends morale and employee retention events.
• Prepare employee reviews.
• Performs other related duties as assigned by Managers and others.

Education

Bachelor's Degree (BA) from four-year college or university

CPA, CPA candidate, or other relevant experience

Tools

Microsoft Excel

Job description

• Department: Economic Damages & Valuations

Company Description

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Job Description

This person would be responsible for simultaneously supervising and performing multiple forensic accounting / business valuation engagements, including constructing sophisticated analyses, understanding statutes and case law, interacting with clients, and independently developing work product for litigation and business valuation engagements.

Job Responsibilities

• Supervises subordinates in conducting their duties & responsibilities.
• Analyzes opposing expert reports and summarize differences with our reports.
• Possesses superior knowledge of Microsoft Excel and related office software.
• Creates & modifies Excel models and templates.
• Prepares Demands, Subpoenas, Special Interrogatories, and Requests for Admission.
• Prepares Motions to Compel based on missing document grids.
• Performs Economic, industry and financial research and analysis of BV engagements.
• Determines cost of capital in business valuation engagements.
• Drafts business valuation reports.
• Researches and understands relevant case law and statutory law.
• Completes complex and sophisticated forensic accounting assignments.
• Compiles completed forensic accounting work for declarations, testimony and settlement.
• Compiles reports to be issued by the firm.
• Completes Xspouse calculations for divorce engagements.
• Teaches complex internal training seminars; assists in external events.
• Assumes designated campus responsibility for recruiting and retention activities.
• Organizes and attends morale and employee retention events.
• Prepare employee reviews.
• Performs other related duties as assigned by Managers and others.

Supervisory Responsibilities

• Responsible for supervising all Associates and other direct reports

Qualifications

RequiredQualifications

• Bachelor's Degree (BA) from four‑year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
• CPA, CPA candidate, or other relevant experience.
• Generally, minimum 2 years of related professional work experience

Physical and Mental Job Qualifications

• Prolonged periods sitting at a desk and working on a computer.
• Ability to travel as needed.

Additional Information

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Our flexible work environment allows employees to work remotely, when needed
• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match

A reasonable estimate of the salary range for this role is $115,000 - $130,000.Any offered salary range is based on a wide array of factors including but not limitedto skillset,experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering.

J.S. Held is an equal opportunity employer. Qualified applicants are considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request a reasonable accommodation during the recruitment process, please email [e-mail] . Include "Applicant Accommodation" in the subject line, along with your request and contact information.

All your information will be kept confidential according to EEO guidelines.