With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for 2023:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces – Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
The Forensic and Litigation Associates work as a member of the Client Services group and can expect a diverse experience ranging from accounting procedures for litigation engagements to the performance of business appraisal and valuation services. This position performs many duties of an advanced level forensic accountant including working directly for corporate clients, under the supervision of upper-level management.
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, findings, 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 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 and monitor engagement status and profitability as well as attending to clients' expectations.
Preferred Qualifications
- Master’s degree
- 3 years supervisory experience
- Family law forensic accounting experience
Minimum Qualifications
- Bachelor’s degree required
- 6 years of experience in public accounting or related field
- 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
The annual salary target for this job in this market is $115,000 - $140,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and much more.
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