Forensic Accounting and Litigation Specialist | Summer 2026
CBIZ, Frankfort, KY, United States
Description
#LI-AL1 #LI-Onsite
Responsibilities
Essential Functions and Primary Duties
Review and summarize federal and state tax returns for partnerships, C corporations, S corporations and individuals
Support preliminary valuation, forensic, and appraisal analyses, including data input for expert witness exhibits under the guidance of senior team members
Gain an understanding of accounting frameworks, tax law, audit methodologies, and their applicability in a forensic and litigation environment
Demonstrate proficiency in written and verbal communication both internally and externally
Work with the discovery team to inventory and reconcile documents and data in preparation for submission to courts, attorneys, and clients
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
Pursuing a master’s or a bachelor’s degree in accounting with plans to achieve CPA eligibility
Relevant academic, internship, or work experience in accounting, auditing, or forensic/investigative services
Active participation in student organizations or work experience in accounting or a related field is a plus
Qualifications
Minimum Qualifications
High School Diploma or GED required
Bachelor's degree or two years of experience on a specialized subject matter
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
#J-18808-Ljbffr
#LI-AL1 #LI-Onsite
Responsibilities
Essential Functions and Primary Duties
Review and summarize federal and state tax returns for partnerships, C corporations, S corporations and individuals
Support preliminary valuation, forensic, and appraisal analyses, including data input for expert witness exhibits under the guidance of senior team members
Gain an understanding of accounting frameworks, tax law, audit methodologies, and their applicability in a forensic and litigation environment
Demonstrate proficiency in written and verbal communication both internally and externally
Work with the discovery team to inventory and reconcile documents and data in preparation for submission to courts, attorneys, and clients
Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
Pursuing a master’s or a bachelor’s degree in accounting with plans to achieve CPA eligibility
Relevant academic, internship, or work experience in accounting, auditing, or forensic/investigative services
Active participation in student organizations or work experience in accounting or a related field is a plus
Qualifications
Minimum Qualifications
High School Diploma or GED required
Bachelor's degree or two years of experience on a specialized subject matter
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Effective customer service skills
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
#J-18808-Ljbffr