Forensic Accounting & Litigation Associate II

LI-MC2 #LI-Hybrid #CBIZAdvisory

Essential Functions and Primary Duties

• 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.

• They will 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 clients expectation 
   

Preferred Qualifications

• Family law forensic accounting 
• Master’s degree in Accounting or related field preferred
• CPA eligible; desire to obtain certification is required
• Internship experience in accounting or related field preferred
• Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
• Ability to multi-task, think independently and problem solve in a results driven team oriented environment
• Strong verbal and written communications skills

Minimum Qualifications

• Bachelor's degree
• Must have completed at least one busy season
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs