[Hiring] Senior Associate @J.S. Held LLC

Role Description

We are seeking an experienced Sr Associate to join our Economic Damages and Valuations team. This position works under the supervision of 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
• 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.

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

Requirements

• 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

Benefits

• Flexible work environment allowing remote work 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 $80k - $90k