Overview
This role supports forensic accounting and litigation support engagements for financial and accounting analysis used in a range of family and business disputes, investigations, and other legal matters. The position is fully remote and supports multiple Managing Directors across different cities.
Candidates based in the Dallas-Fort Worth metroplex are preferred.
Responsibilities
- Support forensic accounting, litigation support, and valuation engagements, including marital property and divorce-related financial issues, business disputes, and economic damages matters
- Analyze financial and accounting records (including general ledgers, bank statements, tax returns, and transactional data) to quantify lost profits, diminished value, and out-of-pocket losses
- For family law matters, assist with identifying and tracing marital and separate assets, valuing closely held businesses and compensation plans, and analyzing reimbursement and equitable claims
- Develop and maintain financial schedules, models, and exhibits, including sensitivity testing of alternative positions
- Prepare clear, concise, trial-ready reports, memoranda, and exhibits that are accessible to attorneys, clients, judges, and juries
- Assist Managing Directors with discovery, settlement support, and the preparation of expert reports, declarations, and trial exhibits
- Support deposition and trial preparation, including review and rebuttal of opposing experts’ analyses
- Conduct research on accounting standards, industry practices, and case-specific issues, including through the use of AI-enabled research tools
- Collaborate with colleagues across broader Transaction Advisory and Financial Reporting practices when expertise can strengthen a matter
- Manage multiple assignments for Managing Directors in different cities, adapting quickly to shifting priorities and tight deadlines while maintaining accuracy and quality
- Provide timely status updates and anticipate follow-up needs in a remote environment
Requirements
- Bachelor’s degree in accounting; CPA or CPA candidate strongly preferred
- Two years’ minimum experience at an accounting or litigation consulting firm; candidates with experience as a Controller in private industry or in tax return preparation will also be considered
- Advanced proficiency with Excel, Word, and QuickBooks, along with demonstrated ability to use AI tools for research (strong technical skills are essential)
- Proven ability to manage multiple assignments, adapt to changing priorities, and deliver accurate work product on short timelines
- Exceptional attention to detail and strong analytical skills, with the ability to think creatively and resolve problems efficiently
- Excellent written communication skills, with the ability to present complex concepts clearly and concisely to attorneys, non-professional audiences, and triers of fact
Preferred Qualifications
- Experience with trial-ready reports, memoranda, and exhibits for legal proceedings
- Familiarity with AI-enabled research tools for accounting standards and case-specific issues
Compensation & Benefits
- Competitive salaries
- 401(k) profit sharing retirement plan
- Paid holidays, vacation and sick leave
- Voluntary group medical, dental, and vision insurance
- Company paid life and disability coverage
Location
Fully remote role with support for Managing Directors across different cities.
Candidates based in the Dallas-Fort Worth metroplex are preferred.