About The Position

This role involves performing preliminary valuation, forensic, and appraisal analyses, including the development of comparative adjusted financial statements and data input for expert witness exhibits. The position requires knowledge of relevant statutory and family codes and their applicability to accounting principles in forensic accounting. The individual will participate in client assignments from beginning to end, create forensic and economics models for presentation, and identify and communicate case issues, findings, and improvement opportunities with managers and partners. Responsibilities also include assisting the discovery team with document inventory and reconciliation, preparing exhibits for expert witness testimony, and maintaining high professional standards. Additionally, the role involves training and developing staff, monitoring client issues, engagement status, and profitability, and managing client expectations.

Requirements

  • Bachelor's degree
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

Nice To Haves

  • Master's degree
  • Family Law forensic accounting experience

Responsibilities

  • Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits.
  • Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.
  • Participate in client assignments from beginning to end.
  • Create forensic and economics models for presentation of forensic standard accounting system.
  • Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
  • Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
  • Assist in preparation of exhibits and background information for expert witness testimony
  • Maintain and comply with 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 and monitor engagement status and profitability as well as attending to client's expectation
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