Associate

J.S. Held • Irvine, CA

381d • $80,000 - $85,000

About The Position

The Associate position within the Economic Damages & Valuations team at J.S. Held offers a unique opportunity for individuals with a strong finance and accounting background to engage in forensic accounting procedures. The role involves performing sophisticated analyses, calculations, and developing work products for litigation and business valuation engagements, while also supervising interns and document clerks.

Requirements

• Bachelor's Degree (BA) from four-year college or university or related experience, training, or combination thereof.
• CPA or CPA candidate, or other experience.
• Computer skills required: Accounting Software (QuickBooks); Database Software (Access); Development Software; Internet Software; Spreadsheet Software (Excel); Inventory Software; Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint).
• Outstanding interpersonal communication, organizational, and analytical skills.

Responsibilities

• Supervises interns and document clerks in conducting their duties & responsibilities.
• Inputs and analyzes complex financial statement and tax return data.
• Inputs and analyzes complex banking and transactional data.
• Reviews and reconciles banking and transactional data input.
• Creates demonstrative tables, charts, and graphs.
• Conducts research relevant to case issues (companies; real estate; parties, etc.).
• Reviews and revises missing document grids.
• Conducts research related to business valuation engagements.
• Drafts designated sections of business valuation reports.
• Identifies areas of potential fraud, defalcation, and inappropriate deductions.
• Analyzes separate property and transmutation claims in divorce engagements.
• Prepares disclosure statements for divorce engagements.
• Prepares responsive documents for interrogatory requests.
• Prepares responsive documents for Demand requests.
• Prepares marital standard of living analyses for divorce engagements.
• Prepares gross income analyses for divorce engagements.
• Prepares tracing analyses for divorce engagements.
• Prepares credit and reimbursement analyses for divorce engagements.
• Prepares apportionment analyses for divorce engagements.
• Prepares DissoMaster™ input spreadsheets for divorce engagements.
• Prepares property balance sheets for divorce engagements.
• Participates in recruiting and retention activities.
• Assists in the development of internal and external training events.
• Teaches basic internal training courses.
• Prepares employee reviews.
• Performs other related duties as assigned by Senior Associates or others.

Benefits

• Flexible work environment allowing remote work when needed
• Generous PTO Policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree