Managing Director, Complex Accounting & Litigation (Insurance Solvency Analysis)

J.S. Held LLC

$200K — $400K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of relevant experience in auditing, CFO roles, regulatory, forensic accounting, litigation consulting, and expert witness services.
  • Certified Public Accountant (CPA) or equivalent certification required.
  • Proven track record in delivering high-quality client services and effective team management.
  • Exceptional communication skills for distilling complex information into clear insights.
  • Strong organizational skills to handle multiple priorities under tight deadlines.

Responsibilities

  • Lead, mentor, and develop junior team members in client engagements and business development activities.
  • Cultivate a collaborative, high-performance work culture centered on quality and innovation.
  • Oversee a variety of complex investigations and forensic accounting engagements.
  • Direct the creation of reports, presentations, and data visualizations for clients.
  • Serve as a senior contact for clients, ensuring high levels of service and strategic advisory support.
  • Expand the practice's client base and implement effective go-to-market strategies.
  • Build and nurture relationships with law firms, regulators, and corporate clients.

Benefits

  • Flexible work environment with remote work options.
  • Flexible Time Off policy for better work-life balance.
  • Comprehensive Medical, Dental, and Vision Insurance.
  • 401k Match to support retirement planning.
  • Commuter Benefit for employees commuting to work.
Full Job Description
J.S. Held's Complex Accounting & Litigation team is seeking a seasoned and entrepreneurial Managing Director to support and expand our capabilities within the forensic accounting, litigation consulting and expert witness services. This is a senior role for a professional with deep experience in complex investigations and litigation. As a Managing Director, you will help shape the strategic direction of the practice, lead high-impact engagements, mentor talent, and cultivate long-term client relationships across industries and geographies. Job Responsibilities Strategic Leadership & Team Development • Lead, mentor, and grow junior team members on client work and business development. • Foster a collaborative, high-performance culture focused on quality, innovation, and client service. • Assist in internal knowledge sharing, training, and professional development initiatives. Client Engagement & Project Oversight • Able to oversee and execute engagements in a wide array of disciplines including complex, investigations involving regulatory inquiries, forensic accounting, litigation consulting and expert witness services. • Guide the development of client deliverables including reports, presentations, and data visualizations and testimony. • Serve as a senior point of contact for clients, ensuring exceptional service delivery and strategic insight. Business Development & Market Expansion • Expand your book of business and contribute to the growth of the Complex Accounting & Litigation practice. • Develop and implement go-to-market strategies in collaboration with internal stakeholders. • Build and maintain relationships with law firms, regulators, financial institutions, and corporate clients. • Represent J.S. Held at industry events, conferences, and client engagements. Qualifications • 15+ years of experience in relevant experience ranging from auditing, CFO, regulatory or standard setting, forensic accounting, litigation consulting, and expert witness services roles. • Certified Public Accountant or equivalent. • Proven experience with a focus on executing on client delivery of high quality services and ability to work within and manage a team. • Exceptional written and verbal communication skills, with the ability to distill complex findings into clear, actionable insights. • Strong organizational skills and the ability to manage multiple priorities under tight deadlines. Preferred Qualifications • Demonstrated success in business development and client relationship management. • Significant experience in the financial services and insurance industries. • Prior audit experience. • Additional relevant certifications including CFE, CFF, among others. Physical and Mental Job Qualifications • Must be able to remain in a stationary position during work shift 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 • Flexible Time Off policy • Medical, Dental, and Vision Insurance • 401k Match • Commuter Benefit A reasonable estimate of the salary range for this role is $200,000 - $400,000. 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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