Forensics Manager

Ascend Partner Firms•San Antonio, TX

6d•Hybrid

About The Position

ATKG is seeking a growth-oriented Forensics Manager who embodies their core values of Positivity, Teamwork, Openness, Insightfulness, and Caring. This role involves performing litigation, forensics, dispute resolutions, and business valuations. The manager will oversee engagements, work with clients and attorneys, and be responsible for client work while leading and developing staff team members. ATKG is a CPA firm with over 40 years of experience, known for its innovation, client service, and commitment to the community. They have been recognized as a Best Place to Work and are part of the Ascend platform, focusing on growth and innovation.

Requirements

Bachelor’s degree in Accounting, Finance or related field.
CPA licensed with ABV, CVA or other valuation industry credentials preferred.
3-5 years of direct experience delivering business valuations, transaction advisory, litigation and forensic services with an accounting, litigation, or consulting firm.
Prior experience with business valuations in the context of Texas Family Law, Estate and Gift Taxes.

Nice To Haves

CPA licensed with ABV, CVA or other valuation industry credentials preferred.

Responsibilities

Performs technical review of workpapers and reports.
Reviews valuation and forensic analysis, including interpretation of financial statements and expert witness exhibits.
Manages engagements including planning, scoping, budgeting, and execution.
Takes responsibility for accuracy of information and work in all aspects of a client assignment from beginning to end.
Works with discovery team to reconcile documents and data produced in preparation for submission and proposals to courts, attorneys, and clients.
Provides on-the-job training to other department staff.
Anticipates and analyzes problem areas and questions that will arise during the project and recommend solutions.
Keeps Senior Manager/Partner informed of all important developments and work with the team to document findings and case issues.
Develops knowledge of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.
Supervises litigation staff and seniors and provides on-the-job training.
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
Assumes responsibility for smooth flow of litigation process to assure accurate, complete, and timely preparation of all workpapers and reports.
Participates in firm’s practice development efforts through involvement with referral sources, community, and industry activities.
Maintains client confidentiality.