Lead on all engagements/cases and is responsible for advising clients with expert reports and analysis during litigation and investigations matters in order to assist them in legal recoveries or defense.

Essential Functions:

• Primary liaison for all client related matters of engagements
• Manage all detailed fact finding and accounting research and analysis
• Directs and develops computer models including detailed and potentially complex spreadsheet analysis
• Responsible for data gathering activities including document review and supervision, and quality control of data entry activities
• Leads appropriate Firm members and others as appropriate
• Responsible for engagement planning
• Prepares client communications for senior level review

Skills Required:

• Provides quality services clearly apparent to clients while utilizing sound business judgment
• Understanding of corporate and individual tax issues, accounting principles and financial models
• Effectively utilizes information technology in performing and managing the engagement
• Submits well documented and effective presentation of issues researched, identified and resolved
• Thoroughly understands total litigation process and manages multiple engagements simultaneously
• Keeps Director apprised of engagement thrusts and client concerns and regularly prepares client status reports
• Achieves agreed upon profitability objectives
• Helps identify key client issues and their main concerns, extracting implications for future work
• Performs thorough review of engagement documentation and identifies all issues
• Work is completely accurate, self-reviewed and ready for attack by opposing counsel

Desired Qualifications:

• Bachelor’s degree in Accounting and/or Finance
• Certification/Degree preferred as an accounting major, CPA, MBA, ABV, CVA, CFF and/or CFE
• Able to manage multiple deadlines and responsibilities
• 5 years of experience in auditing, accounting, business valuation, report delivery, financial consulting, and/or financial modeling
• Ability to communicate clearly and concisely, verbally and in writing in English
• Works with confidential client matters, requires ability to keep matters confidential
• Prior experience working in a CPA firm