Forensic Accounting and Litigation Specialist | 2026

CBIZ•New Haven, CT

1d•Onsite

About The Position

This role involves reviewing and summarizing tax returns, supporting valuation and forensic analyses, and gaining an understanding of accounting frameworks, tax law, and audit methodologies. The specialist will work with discovery teams, develop client relationships, and demonstrate strong problem-solving and communication skills. Proficiency in technology such as Outlook, Word, Excel, and PowerPoint is expected, along with maintaining professional standards and client confidentiality.

Requirements

High School Diploma or GED required
Bachelor's degree or two years of experience on a specialized subject matter
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities

Nice To Haves

Pursuing a master’s or a bachelor’s degree in accounting with plans to achieve CPA eligibility
Relevant academic, internship, or work experience in accounting, auditing, or forensic/investigative services
Active participation in student organizations or work experience in accounting or a related field is a plus

Responsibilities

Review and summarize federal and state tax returns for partnerships, C corporations, S corporations and individuals
Support preliminary valuation, forensic, and appraisal analyses, including data input for expert witness exhibits under the guidance of senior team members
Gain an understanding of accounting frameworks, tax law, audit methodologies, and their applicability in a forensic and litigation environment
Demonstrate proficiency in written and verbal communication both internally and externally
Work with the discovery team to inventory and reconcile documents and data in preparation for submission to courts, attorneys, and clients
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct