Sr. Consultant

J.S. Held•Tampa, FL

About The Position

J.S. Held is seeking a motivated, detail-oriented individual interested in building a long-term career in accounting, forensic accounting, and litigation support. This entry-level, full-time career-track position offers hands-on experience analyzing financial records, organizing complex documentation, and supporting forensic investigations and legal matters. The successful candidate will be organized, analytical, dependable, and professional when handling sensitive information. The role involves working in a fast-paced environment with strict court deadlines, changing priorities, and occasional overtime for litigation schedules and trial preparation. Growth potential within the firm is available.

Requirements

  • One to five years of experience in bookkeeping, accounting support, legal support, paralegal work, or related administrative roles is preferred.
  • High school diploma or equivalent required.
  • Strong organizational and analytical skills.
  • Excellent attention to detail and accuracy.
  • Proficiency in Microsoft Excel and Microsoft Office applications.
  • Ability to manage multiple projects and deadlines.
  • Strong written and verbal communication skills.
  • Ability to work independently and collaboratively within a team environment.
  • Professional demeanor and discretion when handling confidential information.
  • Ability to travel as needed.

Nice To Haves

  • Experience working with financial records, spreadsheets, or document management systems.
  • Associate’s or Bachelor’s degree in Accounting, Finance, Criminal Justice, or a related field.
  • CPA preferred.

Responsibilities

  • Organize and categorize financial and legal documents by subject matter, account, and time period, with accuracy and attention to detail.
  • Review, input, and categorize financial transactions from bank statements and other records using specialized forensic accounting software.
  • Assist in preparing responses to Requests for Production and other discovery-related matters.
  • Communicate with clients to obtain requested documentation and follow up on outstanding information.
  • Prepare spreadsheets and summaries of financial findings for analysis and reporting.
  • Assist in preparing exhibits, schedules, and supporting documentation for expert witness testimony and litigation proceedings.
  • Maintain strict confidentiality of client information and adhere to professional and ethical standards.
  • Support senior staff with investigative accounting and litigation support assignments as needed.
  • Manage multiple assignments and deadlines in a fast-paced litigation environment.
  • Work additional hours, including overtime when necessary, to meet court deadlines and client needs.

Benefits

  • Flexible work environment allowing employees to work remotely when needed.
  • Flexible Time Off policy.
  • Medical, dental, and vision insurance.
  • 401(k) match.
  • Commuter benefit.
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