Forensic Accounting & Litigation Manager | Family Law
CBIZ
Salary undisclosed
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Description
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 client's expectation
Preferred Qualifications
Master's degree
3 years supervisory experience
Family Law forensic accounting experience
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years supervisory experience
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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About this role
You would lead forensic accounting work on family law cases at CBIZ's San Diego office, handling engagements from intake through expert witness testimony. The role involves building financial models, preparing comparative statements and exhibits, conducting valuations and appraisals, and working with discovery teams to organize and reconcile case documents. You'll need to communicate findings clearly to managers, partners, and clients, and help resolve issues as they emerge during investigations.
This position requires a CPA license and at least five years in public accounting, plus three years of supervisory experience. Family law forensic accounting background is preferred but not required. You'll manage client relationships across all phases of engagement, travel as needed, and help develop junior staff while maintaining strict confidentiality and professional standards. The role suits someone comfortable working in litigation support, familiar with family code and its intersection with accounting principles, and able to balance technical analysis with client service and team leadership.
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Pay for this role
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