Job Description

We are seeking an experienced Consultant to join our Economic Damages and Valuations team. This position works under the supervision of Senior Associates, Managers, and Directors and supports engagements related primarily to family law and other litigation matters.

This is a unique opportunity for a highly driven candidate with strong analytical and organizational skills to work closely with testifying experts and leadership. The role involves analyzing complex financial information, preparing schedules and exhibits, reviewing discovery materials, and assisting in the preparation of materials used in depositions, mediations, hearings, and trial.

The ideal candidate will be detail-oriented, adaptable, and able to manage multiple matters and deadlines while maintaining a high level of accuracy.

Job Responsibilities:

• Prepare equitable distribution charts through final column
• Review and reconcile cash activity from Date of Filing to present for bank, brokerage, and related accounts
• Prepare retirement plan analyses for defined contribution plans (401k, IRA, etc.)
• Analyze marital portions of pensions and defined benefit plans
• Prepare income analyses for W-2 employees
• Perform general ledger addbacks
• Assist with financial affidavits as directed
• Prepare document request lists, responses to RFPs, and mandatory disclosures
• Determine standard work to be performed based on case type
• Coordinate and review discovery using CaseMap, including relevancy assessments
• Assemble deposition and trial exhibits and prepare binders
• Draft standard interrogatories
• Prepare schedules and supporting documentation as directed
• Review and clean up data entry and schedules prepared by junior staff
• Prepare needs analyses with appropriate support adjustments (temporary or final)
• Assist with hearing, deposition, mediation, and trial preparation
• Train and mentor junior staff as needed

Qualifications

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 2–5 years of relevant experience (family law, forensic accounting, litigation support, valuation, audit, or financial analysis)
• Strong analytical and organizational skills with a high attention to detail
• Ability to manage multiple assignments and deadlines in a fast-paced environment
• Proficiency in Microsoft Excel
• Experience analyzing financial statements, tax returns, and general ledger data

Preferred Qualifications

• Experience in forensic accounting or family law environments
• Experience with QuickBooks
• Familiarity with CaseMap or similar litigation support tools
• Experience supporting expert testimony or litigation matters

Physical and Mental Job Qualifications

• Ability to perform detailed financial analysis and review large volumes of documentation
• Strong written and verbal communication skills
• Ability to manage deadlines and shift priorities as needed
• Comfortable working in a fast-paced, deadline-driven environment
• Prolonged periods sitting at a desk and working on a computer

Additional Information

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
• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $65,000 - $80,000. 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.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering.

J.S. Held is an equal opportunity employer. Qualified applicants are considered 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 a reasonable accommodation during the recruitment process, please email jobs@jsheld.com . Include "Applicant Accommodation" in the subject line, along with your request and contact information.

All your information will be kept confidential according to EEO guidelines.

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