Forensic Accounting & Litigation Associate II
CBIZ
Salary undisclosed
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Description
The Forensic and Litigation Associates work as members 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. Associate I's and Associate II's ("Associates") provide outstanding service to our valued clients.
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 clients expectation
Preferred Qualifications
CPA or in process of obtaining CPA
Qualifications
Minimum Qualifications
- Bachelor's degree
- Minimum of 1 year of relevant professional experience
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
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
CBIZ's Forensic Accounting & Litigation Associate II role offers hands-on exposure to the full lifecycle of forensic and litigation engagements. You would perform valuation analyses, build financial models, prepare expert witness materials, and work directly with corporate clients under senior supervision. The work spans accounting procedures for litigation, business appraisals, and discovery support—requiring you to identify case issues, communicate findings to management, and help resolve client problems as they emerge.
This position suits someone with at least one year of relevant accounting experience and strong communication skills across internal and external stakeholders. A CPA or progress toward one is preferred. You'll need proficiency with relevant technology and willingness to travel for client work. The role emphasizes professional standards, confidentiality, and contributing to team development as the firm builds its client service capability.
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Pay for this role
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