Job Description

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Whether it is honing your skills or building your network, we know that success cannot come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career.

We are 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. You will be responsible for performing various forensic accounting procedures, including: constructing sophisticated analyses, performing calculations, and independently developing work product for litigation and business valuation engagements.

Job 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.

Required 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.
• Computer skills required: Accounting Software (QuickBooks); Database Software (Access); Development Software; Internet Software; Spreadsheet Software (Excel); Inventory Software; Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint).
• To be considered for this role, you will be required to provide a copy of your college transcript
• Outstanding interpersonal communication, organizational, and analytical skills

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.
• While performing the duties of this job, 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 by this job include: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus.

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
• Generous PTO Policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $80,000 - $85,000. 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.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

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EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email jobs@jsheld.com and include “Applicant Accommodation” within the subject line with your request and contact information.

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