What are the responsibilities and job description for the Director of Forensic Accounting position at Wegmann Dazet?
Position Summary
The Director of Forensic Accounting and Business Valuation serves as a strategic leader within the firm, responsible for overseeing the planning, execution, and delivery of forensic investigations, litigation support, and business valuation services. This individual will manage client relationships, lead complex engagements, mentor and supervise professional staff, and contribute to business development efforts. The Director will work closely with Partners and play a critical role in driving the growth and quality of the firm’s forensic and valuation service lines.
Key Responsibilities:
We offer a competitive compensation package, commensurate with experience and qualifications. Total compensation includes a base salary and performance-based bonuses.
Our comprehensive benefits package includes:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
The Director of Forensic Accounting and Business Valuation serves as a strategic leader within the firm, responsible for overseeing the planning, execution, and delivery of forensic investigations, litigation support, and business valuation services. This individual will manage client relationships, lead complex engagements, mentor and supervise professional staff, and contribute to business development efforts. The Director will work closely with Partners and play a critical role in driving the growth and quality of the firm’s forensic and valuation service lines.
Key Responsibilities:
- Business valuations, provide strategic leadership and oversight across all phases of forensic accounting investigations, and litigation support projects, and along with various consulting engagements.
- Oversee the development and analysis of financial models, industry research, market assessments, and data analytics to support litigation and valuation findings.
- Offer technical expertise on complex accounting, valuation, and forensic issues in compliance with GAAP, AICPA standards, and applicable regulatory frameworks.
- Lead client engagements and act as the primary liaison with clients and attorneys, offering highlevel guidance on case strategy, discovery, document review, and expert testimony preparation.
- Review and deliver expert reports, including damage calculations, rebuttals, demonstrative exhibits, and valuation conclusions, ensuring accuracy, clarity, and defensibility.
- Mentor, coach, and manage team members, fostering a highperformance, collaborative culture focused on continuous professional growth.
- Support business development initiatives, including proposal preparation, networking, and the expansion of forensic and valuation services.
- Stay actively involved in professional organizations and maintain current knowledge of developments in the forensic, accounting, and valuation fields.
- Ensure projects are completed on time, within budget, and in accordance with the firm’s quality standards.
- Collaborate with other departments, including audit and tax, to deliver comprehensive, crossdisciplinary solutions to clients.
- Active CPA license required.
- CFF (Certified in Financial Forensics), CFE (Certified Fraud Examiner), ABV (Accredited in Business Valuation), or CVA (Certified Valuation Analyst) strongly preferred.
- Prefer 10 years of progressive experience in forensic accounting, litigation support, and/or business valuation.
- Proven leadership experience managing complex engagements and supervising professional staff.
- Exceptional communication, presentation, and relationshipbuilding skills.
- Strong project management skills, with the ability to manage multiple priorities and deadlines.
- Demonstrated business development success preferred.
- Proficiency in relevant financial, accounting, and data analysis software.
We offer a competitive compensation package, commensurate with experience and qualifications. Total compensation includes a base salary and performance-based bonuses.
Our comprehensive benefits package includes:
- Employerpaid major medical, dental, life insurance, and longterm disability coverage
- 401(k) retirement plan with employer match after one full year of employment
- 15 days of paid time off (PTO), available on the first day of employment
- 8 paid office holidays
- Employerpaid reserved parking space
- Continuing professional education and certification support
- Opportunities for advancement and leadership development
- A collaborative, teamoriented culture with a strong commitment to worklife balance
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.