Forensic Accounting & Litigation Associate I

CBIZ•San Diego, CA

1d•Onsite

About The Position

The Forensic Accounting & Litigation Associate I works as a member of the Client Services group and performs forensic accounting procedures for litigation engagements, as well as business appraisal and valuation services. The role performs advanced-level forensic accounting duties while working directly with corporate clients under the supervision of upper-level management. The position participates in client assignments from beginning to end, performs preliminary valuation, forensic, and appraisal analyses, and supports expert witness exhibits and testimony. Associates are expected to provide outstanding client service, maintain professional standards and confidentiality, and contribute to staff development and a team-centered client service environment. They also monitor compliance-related client issues, engagement status, profitability, and client expectations.

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.

Nice To Haves

Internship experience in accounting or a related field preferred.
CPA qualification or in the process of obtaining CPA qualifications.

Responsibilities

Perform preliminary valuation, forensic, and appraisal analyses, including developing comparative adjusted financial statements and entering data for expert witness exhibits.
Apply relevant statutory and family codes and understand their applicability to accounting principles in forensic accounting.
Participate in client assignments from beginning to end.
Create forensic and economics models for presentation of the forensic standard accounting system.
Identify and communicate case issues, findings, and improvement opportunities to managers and partners to help 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 the highest degree of professional standards, client confidentiality, and personal conduct.
Participate in training and developing staff and building a team-centered client service team.
Monitor client issues related to compliance services, engagement status and profitability, and client expectations.