Forensic Accounting and Litigation Associate | Summer 2027

CBIZ•New York, NY

1d•Onsite

About The Position

The Forensic Accounting and Litigation Associate performs preliminary valuation, forensic, and appraisal analyses, including developing comparative adjusted financial statements and entering data for expert witness exhibits. The associate develops an understanding of accounting frameworks, tax law, audit methodologies, and relevant statutory and family codes as they apply to litigation and forensic accounting. The role participates in client assignments from beginning to end, creates forensic and economic models to present forensic conclusions, and carries out complex procedures using industry-standard accounting systems. The associate communicates case issues, findings, and improvement opportunities to senior associates, managers, and partners; works with the discovery team to inventory and reconcile documents and data for submission to courts, attorneys, and clients; and assists with exhibits and background information for expert witness testimony. The role requires maintaining high professional standards, client confidentiality, and personal conduct.

Requirements

Bachelor's degree required.
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, internally and externally.
Proficient use of applicable technology.
Must be able to travel based on client and business needs.
CPA eligibility; desire to obtain certification is required.
Excellent interpersonal, analytical, research, and tax project management skills, including basic knowledge of GAAP, tax compliance, codes, and regulations.
Ability to multitask, think independently, and solve problems in a results-driven, team-oriented environment.
Strong verbal and written communication skills.

Nice To Haves

Master's degree in accounting, taxation, or a related field preferred.
Internship experience in accounting or a related field preferred.

Responsibilities

Perform preliminary valuation, forensic, and appraisal analyses, including developing comparative adjusted financial statements and entering data for expert witness exhibits.
Develop an understanding of accounting frameworks, tax law, and audit methodologies and their applicability to litigation.
Develop knowledge of relevant statutory and family codes and their applicability to accounting principles in forensic accounting.
Participate in client assignments from beginning to end.
Create forensic and economic models to present forensic conclusions.
Execute complex technological procedures within industry-standard accounting systems.
Identify and communicate case issues, findings, and improvement opportunities with senior associates, managers, and partners to resolve client issues discovered during engagements.
Work with the discovery team to inventory and reconcile documents and data produced for submission to courts, attorneys, and clients.
Assist in preparing exhibits and background information for expert witness testimony.
Maintain and comply with high standards of professional conduct and client confidentiality.