Litigation Support Testifying Expert

Sorren, Inc.

$120K — $150K *
Legal & Accounting
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years in litigation support with 5 years in leadership roles
  • Active CPA license and additional credentials like CFE, CFF, CVA, CBA, ASA, ABV, CDFA
  • Bachelor's degree in accounting or related field
  • Expertise in forensic accounting, business valuation, and economic damages methodologies
  • Proven track record as a lead expert witness delivering credible testimony
  • Strong analytical and project management skills
  • Exceptional communication and reporting abilities

Responsibilities

  • Provide executive leadership for all phases of litigation support and forensic engagements
  • Shape strategic direction of the practice area by identifying market opportunities and service offerings
  • Develop best practices for engagement execution and ensure compliance with legal standards
  • Represent firm in client matters and complex litigation with sound judgment and expertise
  • Lead technical analyses to ensure integrity and strategic alignment of financial reviews
  • Deliver expert opinions in court and other legal settings with clarity and authority
  • Cultivate relationships with attorneys and referral sources to grow new business opportunities

Benefits

  • Generous paid time off
  • Comprehensive medical, dental, and vision coverage with life and disability insurance
  • 401(k) retirement savings plan
  • Paid holidays including firmwide winter break
  • Paid parental leave after one year of service
  • Mentorship and career development programs
  • CPA exam support for licensure success
  • Firm-sponsored events and team activities
  • Celebrations for significant milestones
Full Job Description
Position Summary:

Your Impact (Essential Duties):
  • Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimony
  • Shape the strategic direction of the practice area, identifying market opportunities, refining service offerings, and positioning the firm as a leader in forensic accounting, expert testimony, and litigation support services
  • Develop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standards
  • Represent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environments
  • Lead and review highly technical analyses, including forensic accounting reviews, business valuations, historical tracings, economic damages calculations, and financial modeling to ensure integrity, defensibility, and strategic alignment
  • Deliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authority
  • Act as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinations
  • Ensure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirements
  • Cultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new business
  • Provide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition matters
  • Manage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentiality
  • Lead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coaching
  • Promote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client service
  • Design and deliver internal training programs to elevate the firm's expertise in forensic accounting, litigation support, and expert witness preparation and testimony
  • Support business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership content
  • Collaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teams
  • Represent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm's reputation in forensic and dispute advisory 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 - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity
  • Required - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFA
  • Required - Bachelor's degree in accounting or a related field
  • Expert-level proficiency in forensic accounting, business valuation, and economic damages methodologies, with a deep understanding of legal standards governing financial evidence and expert testimony
  • Extensive experience serving as a lead expert witness, with a strong track record of delivering credible, persuasive, and defensible testimony in courtrooms, depositions, and arbitration settings
  • Demonstrated leadership in managing complex litigation and forensic investigations, including overseeing case strategy, managing discovery processes, and directing large-scale data analysis
  • Sophisticated analytical thinking, with the ability to identify irregularities, model financial impacts, and synthesize findings into clear, litigation-ready narratives
  • Exceptional verbal and written communication skills, including the ability to produce high-quality expert reports, translate complex data into plain language, and brief legal teams and clients on findings
  • Strong passion for continual learning and desire to master complex subject-matter
  • Established reputation as a thought leader, with a history of publishing, speaking, or contributing to professional associations in the areas of forensic accounting or litigation support
  • Strategic client advisory skills, with the ability to partner with attorneys, corporate counsel, and stakeholders on case strategy, settlement scenarios, and trial preparation
  • Advanced project and resource management abilities, ensuring efficiency, accuracy, and confidentiality across multiple engagements with tight deadlines and evolving legal requirements
  • Proven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communication
  • Strong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiatives
  • Commitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal risk
  • Full-time commitment and flexibility to work beyond regular hours to meet team deadlines


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.

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