Forensic Accounting & Litigation Associate II

CBIZ•San Diego, CA

1d•Onsite

About The Position

The Forensic Accounting & Litigation Associate II is part of the Client Services group and performs advanced forensic accounting work for litigation engagements, along with business appraisal and valuation services. The role works directly with corporate clients under the supervision of upper-level management and participates in client assignments from beginning to end. Associates are expected to provide outstanding client service, maintain professional standards and confidentiality, and contribute to staff development and a team-centered client service team.

Requirements

Bachelor's degree.
At least 1 year of relevant professional experience.
Ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
Proficient use of applicable technology.
Ability to travel based on client and business needs.

Nice To Haves

CPA 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 knowledge of relevant statutory and family codes and their applicability to accounting principles in forensic accounting work.
Participate in client assignments from beginning to end.
Create forensic and economics models for presentation of a 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 attend to client expectations.