Forensic Accounting Associate - Family Law

J.S. Held LLC

$80K — $85K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in related field or equivalent experience
  • CPA or CPA candidate preferred
  • Proficient in QuickBooks, Excel, and other accounting software
  • Exceptional interpersonal and organizational skills
  • Strong analytical capabilities

Responsibilities

  • Supervise interns and clerks in their tasks
  • Analyze financial statements and tax returns
  • Review and reconcile banking and transaction data
  • Create tables and charts for business valuations
  • Conduct research relevant to cases and valuation engagements
  • Draft sections of valuation reports
  • Identify potential fraud and inappropriate deductions

Benefits

  • Flexible work environment with remote options
  • Generous paid time off policy
  • Comprehensive medical, dental, and vision insurance
  • 401k matching contributions
  • Commuter benefits
Full Job Description
We are seeking an Associate to join our Economic Damages & Valuations team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to apply their finance and accounting knowledge across a variety of different projects. You will be responsible for performing various forensic accounting procedures, including: constructing sophisticated analyses, performing calculations, and independently developing work product for litigation and business valuation engagements. Job Responsibilities • Supervises interns and document clerks in conducting their duties & responsibilities. • Inputs and analyzes complex financial statement and tax return data. • Inputs and analyzes complex banking and transactional data. • Reviews and reconciles banking and transactional data input. • Creates demonstrative tables, charts, and graphs. • Conducts research relevant to case issues (companies; real estate; parties, etc.). • Reviews and revises missing document grids. • Conducts research related to business valuation engagements. • Drafts designated sections of business valuation reports. • Identifies areas of potential fraud, defalcation, and inappropriate deductions. • Analyzes separate property and transmutation claims in divorce engagements. • Prepares disclosure statements for divorce engagements. • Prepares responsive documents for interrogatory requests. • Prepares responsive documents for Demand requests. • Prepares marital standard of living analyses for divorce engagements. • Prepares gross income analyses for divorce engagements. • Prepares tracing analyses for divorce engagements. • Prepares credit and reimbursement analyses for divorce engagements. • Prepares apportionment analyses for divorce engagements. • Prepares DissoMaster™ input spreadsheets for divorce engagements. • Prepares property balance sheets for divorce engagements. • Participates in recruiting and retention activities. • Assists in the development of internal and external training events. • Teaches basic internal training courses. • Prepares employee reviews. • Performs other related duties as assigned by Senior Associates or others. Supervisory Responsibilities • Responsible for supervising 5 to 8 Interns and / or document clerks. Qualifications Required Qualifications • Bachelor's Degree (BA) from four-year college or university or related experience, training, or combination thereof. • CPA or CPA candidate, or other experience. • Computer skills required: Accounting Software (QuickBooks); Database Software (Access); Development Software; Internet Software; Spreadsheet Software (Excel); Inventory Software; Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint). • To be considered for this role, you will be required to provide a copy of your college transcript • Outstanding interpersonal communication, organizational, and analytical skills Physical and Mental Job Qualifications • Occasionally required to stand. • Frequently required to walk. • Continually required to sit. • Continually required to utilize hand and finger dexterity. • Continually required to talk or hear. • Occasionally exposed to outside weather conditions. • While performing the duties of this job, the noise level in the work environment is usually quiet. • The employee must occasionally lift and /or move more than 25 pounds. • Specific vision abilities required by this job include:Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus. Additional Information Some of the Benefits We Have Include J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs. • Our flexible work environment allows employees to work remotely, when needed • Generous PTO Policy • Medical, Dental, and Vision Insurance • 401k Match • Commuter Benefit A reasonable estimate of the salary range for this role is $80,000 - $85,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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