Position Summary:
Responsible for leading litigation support and forensic accounting engagements by managing staff, timelines, and deliverables to ensure accurate, consistent, and timely completion. This position serves as the primary client contact, oversees the preparation and presentation of expert reports, and contributes to business development while mentoring junior team members and staying current on industry trends.
Your Impact (Essential Duties):
- Lead litigation support and forensic accounting engagements, managing staff, timelines, and deliverables to ensure accuracy, consistency, and timely completion
- Serve as the primary point of contact for attorneys and clients, communicating findings clearly, managing expectations, and offering strategic insights
- Oversee the preparation of expert reports, ensuring that all data is presented logically, professionally, and in accordance with legal and regulatory standards
- Present or assist with presenting findings in courtrooms, depositions, and legal conferences, demonstrating confidence and clarity in high-pressure environments
- Identify and pursue opportunities to expand the firm’s forensic accounting and litigation support services, including cross-functional collaboration and business development
- Provide mentorship and coaching to junior team members, fostering technical development and professional growth
- Stay informed on industry trends, legal precedents, and valuation standards relevant to forensic and litigation services
- Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
Your Background:
- Required - 5–10 years of experience in litigation support, related work, or experienced Tax/CAS/Assurance Manager
- Required - CPA, CFE, CFF, CBA, CVA, ASA, and/or ABV license
- Required - Bachelor’s degree in accounting or a related field
- Advanced proficiency in financial analysis, valuation methodologies, and report writing
- Strong analytical, organizational, and problem-solving skills with keen attention to detail
- Excellent communication and interpersonal skills, with experience engaging directly with clients, legal counsel, and other stakeholders
- Strong passion for continual learning and desire to master complex subject-matter
- Proficiency in Microsoft Excel, forensic accounting tools, and data visualization
- Ability to manage numerous tasks and deadlines in a fast-paced environment
- Strong leadership and project management skills, with a proven ability to manage multiple engagements and teams simultaneously
- Advanced proficiency in financial analysis, valuation methodologies, and report writing
- Experience presenting findings or opinions in legal settings or board room settings
- Demonstrated success in business development or identifying new service opportunities
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why Choose Us?
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
What We Offer*:
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
