Forensic Accounting & Litigation Manager
CBIZ
Salary undisclosed
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Description
Essential Functions and Primary Duties
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client's organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
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
At CBIZ's Boston office, this role combines client advisory work with team leadership in forensic accounting and litigation services. You'll serve as a trusted advisor to clients, identifying issues and communicating solutions while managing staff through engagement deliverables—financial statements, tax returns, work papers—and conducting quality reviews to meet firm standards. The position requires balancing technical expertise with business development; you'll participate in client meetings and proposal work alongside upper management, manage multiple client relationships and budgets, and take responsibility for billing and realization on your accounts.
The role demands both depth and breadth: you need strong technical accounting knowledge, familiarity with industry trends, and the ability to understand each client's organization and procedures. You'll also supervise and mentor staff, develop new business opportunities, and meet individual charge hour goals. Travel is expected based on client needs.
To qualify, you'll need a bachelor's degree in accounting or related field, an active CPA or equivalent certification, and at least five years of public accounting experience plus three years in a supervisory role. A master's degree is preferred. Success here requires strong communication skills at all organizational levels, proficiency with relevant technology, and the ability to manage all aspects of client engagements from start to finish.
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Pay for this role
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