Forensic Accounting Associate, Family Law

J.S. Held LLC

About the Role

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.

Key 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.

Requirements & Tech Stack

• Accounting Software: QuickBooks
• Database Software: Access
• Development Software
• Internet Software
• Spreadsheet Software: Excel
• Inventory Software
• Word Processing Software: Word
• Electronic Mail Software: Outlook
• Presentation software: PowerPoint

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.
• Outstanding interpersonal communication, organizational, and analytical skills.
• Required to provide a copy of your college transcript.

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.
• 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: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus.