Demo

Experienced Business Valuation & Litigation Support Accountant

SBF Advisors
Clearwater, FL Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 3/27/2025

Lead on all engagements/cases and is responsible for advising clients with expert reports and analysis during litigation and investigations matters in order to assist them in legal recoveries or defense.


Essential Functions:

  • Primary liaison for all client related matters of engagements
  • Manage all detailed fact finding and accounting research and analysis
  • Directs and develops computer models including detailed and potentially complex spreadsheet analysis
  • Responsible for data gathering activities including document review and supervision, and quality control of data entry activities
  • Leads appropriate Firm members and others as appropriate
  • Responsible for engagement planning
  • Prepares client communications for senior level review

 

Skills Required:

  • Provides quality services clearly apparent to clients while utilizing sound business judgment
  • Understanding of corporate and individual tax issues, accounting principles and financial models
  • Effectively utilizes information technology in performing and managing the engagement
  • Submits well documented and effective presentation of issues researched, identified and resolved
  • Thoroughly understands total litigation process and manages multiple engagements simultaneously
  • Keeps Director apprised of engagement thrusts and client concerns and regularly prepares client status reports
  • Achieves agreed upon profitability objectives
  • Helps identify key client issues and their main concerns, extracting implications for future work
  • Performs thorough review of engagement documentation and identifies all issues
  • Work is completely accurate, self-reviewed and ready for attack by opposing counsel

 

Desired Qualifications:

  • Bachelor’s degree in Accounting and/or Finance
  • Certification/Degree preferred as an accounting major, CPA, MBA, ABV, CVA, CFF and/or CFE
  • Able to manage multiple deadlines and responsibilities
  • 5 years of experience in auditing, accounting, business valuation, report delivery, financial consulting, and/or financial modeling
  • Ability to communicate clearly and concisely, verbally and in writing in English
  • Works with confidential client matters, requires ability to keep matters confidential
  • Prior experience working in a CPA firm

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