Litigation Support Testifying Expert
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use About the role for firm description and position summary.
Responsibilities: list of duties from "Your Impact (Essential Duties):" bullet points.
Requirements: maybe "Your Background Required" includes required experience, credentials, degree.
Qualifications: maybe expert-level proficiency etc. Could be separate but we can combine.
Skills: maybe list of skills like analytical thinking, communication, leadership, etc.
Benefits: "What We Offer*" list.
Pay: not mentioned, so omit.
Schedule: not mentioned (full-time commitment but no specifics), so omit.
We must not repeat job title as heading. No Job ID.
We must preserve all substantive information; do not invent or summarize away detail. Must not emit heading with filler.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract content.
Firm description paragraph: "Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success."
Then "Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth."
That could be part of About the role.
Then "Position Summary Your Impact (Essential Duties):" then a long list of duties each starting with a verb. We'll treat as responsibilities list.
Then "Your Background Required - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacityRequired - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFARequired - Bachelor’s degree in accounting or a related fieldExpert-level proficiency in forensic accounting, business valuation, and economic damages methodologies, with a deep understanding of legal standards governing financial evidence and expert testimonyExtensive experience serving as a lead expert witness, with a strong track record of delivering credible, persuasive, and defensible testimony in courtrooms, depositions, and arbitration settingsDemonstrated leadership in managing complex litigation and forensic investigations, including overseeing case strategy, managing discovery processes, and directing large-scale data analysisSophisticated analytical thinking, with the ability to identify irregularities, model financial impacts, and synthesize findings into clear, litigation-ready narrativesExceptional verbal and written communication skills, including the ability to produce high-quality expert reports, translate complex data into plain language, and brief legal teams and clients on findingsStrong passion for continual learning and desire to master complex subject-matterEstablished reputation as a thought leader, with a history of publishing, speaking, or contributing to professional associations in the areas of forensic accounting or litigation supportStrategic client advisory skills, with the ability to partner with attorneys, corporate counsel, and stakeholders on case strategy, settlement scenarios, and trial preparationAdvanced project and resource management abilities, ensuring efficiency, accuracy, and confidentiality across multiple engagements with tight deadlines and evolving legal requirementsProven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communicationStrong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiativesCommitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal riskFull-time commitment and flexibility to work beyond regular hours to meet team deadlines"
We need to split into Requirements, Qualifications, Skills perhaps.
But we must not create sections with filler. We'll include sections that have content.
We can do:
About the role
... firm description + Your Journey ...
Responsibilities
- Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimony
- Shape the strategic direction of the practice area, identifying market opportunities, refining service offerings, and positioning the firm as a leader in forensic accounting, expert testimony, and litigation support services
... etc for each duty.
We need to ensure we capture all duties exactly as in text. Let's list them:
From the block:
- Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimony
- Shape the strategic direction of the practice area, identifying market opportunities, refining service offerings, and positioning the firm as a leader in forensic accounting, expert testimony, and litigation support services
- Develop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standards
- Represent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environments
- Lead and review highly technical analyses, including forensic accounting reviews, business valuations, historical tracings, economic damages calculations, and financial modeling to ensure integrity, defensibility, and strategic alignment
- Deliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authority
- Act as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinations
- Ensure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirements
- Cultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new business
- Provide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition matters
- Manage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentiality
- Lead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coaching
- Promote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client service
- Design and deliver internal training programs to elevate the firm’s expertise in forensic accounting, litigation support, and expert witness preparation and testimony
- Support business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership content
- Collaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teams
- Represent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm’s reputation in forensic and dispute advisory services
- Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
Now Requirements: "Required - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity", "Required - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFA", "Required - Bachelor’s degree in accounting or a related field". Also maybe "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" could be requirement but it's more schedule; but schedule section omitted.
Qualifications: maybe the expert-level proficiency etc. Could be separate but we can combine into Qualifications.
Skills: maybe the analytical thinking, communication, leadership, etc.
But we need to avoid duplication. Let's decide to have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
We need to extract content for each.
Requirements list:
- 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity
- CPA license, along with one or more of the following credentials: CFE, CFF, CVA, CBA, ASA, ABV, CDFA
- Bachelor’s degree in accounting or a related field
Qualifications list (expert-level proficiency etc.):
- Expert-level proficiency in forensic accounting, business valuation, and economic damages methodologies, with a deep understanding of legal standards governing financial evidence and expert testimony
- Extensive experience serving as a lead expert witness, with a strong track record of delivering credible, persuasive, and defensible testimony in courtrooms, depositions, and arbitration settings
- Demonstrated leadership in managing complex litigation and forensic investigations, including overseeing case strategy, managing discovery processes, and directing large-scale data analysis
- Sophisticated analytical thinking, with the ability to identify irregularities, model financial impacts, and synthesize findings into clear, litigation-ready narratives
- Exceptional verbal and written communication skills, including the ability to produce high-quality expert reports, translate complex data into plain language, and brief legal teams and clients on findings
- Strong passion for continual learning and desire to master complex subject-matter
- Established reputation as a thought leader, with a history of publishing, speaking, or contributing to professional associations in the areas of forensic accounting or litigation support
- Strategic client advisory skills, with the ability to partner with attorneys, corporate counsel, and stakeholders on case strategy, settlement scenarios, and trial preparation
- Advanced project and resource management abilities, ensuring efficiency, accuracy, and confidentiality across multiple engagements with tight deadlines and evolving legal requirements
- Proven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communication
- Strong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiatives
- Commitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal risk
Skills list maybe overlapping with qualifications; but we can treat qualifications as "Qualifications" and skills as maybe "Skills" but we risk duplication. However the instruction says prefer a few substantive sections over many thin ones. Could combine qualifications and skills into one section called "Qualifications & Skills". But headings list includes Qualifications and Skills separate. We could include both if they have distinct content. But qualifications already include many skill-like items. To avoid thin sections, maybe we combine them into Qualifications (which includes both). Then we omit Skills section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits.
Check Benefits: list from "What We Offer*". Items:
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter
for prose. We need to output only HTML fragment, no /, no markdown fences. Let's extract content. Firm description paragraph: "Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success." Then "Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth." That could be part of About the role. Then "Position Summary Your Impact (Essential Duties):" then a long list of duties each starting with a verb. We'll treat as responsibilities list. Then "Your Background Required - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacityRequired - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFARequired - Bachelor’s degree in accounting or a related fieldExpert-level proficiency in forensic accounting, business valuation, and economic damages methodologies, with a deep understanding of legal standards governing financial evidence and expert testimonyExtensive experience serving as a lead expert witness, with a strong track record of delivering credible, persuasive, and defensible testimony in courtrooms, depositions, and arbitration settingsDemonstrated leadership in managing complex litigation and forensic investigations, including overseeing case strategy, managing discovery processes, and directing large-scale data analysisSophisticated analytical thinking, with the ability to identify irregularities, model financial impacts, and synthesize findings into clear, litigation-ready narrativesExceptional verbal and written communication skills, including the ability to produce high-quality expert reports, translate complex data into plain language, and brief legal teams and clients on findingsStrong passion for continual learning and desire to master complex subject-matterEstablished reputation as a thought leader, with a history of publishing, speaking, or contributing to professional associations in the areas of forensic accounting or litigation supportStrategic client advisory skills, with the ability to partner with attorneys, corporate counsel, and stakeholders on case strategy, settlement scenarios, and trial preparationAdvanced project and resource management abilities, ensuring efficiency, accuracy, and confidentiality across multiple engagements with tight deadlines and evolving legal requirementsProven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communicationStrong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiativesCommitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal riskFull-time commitment and flexibility to work beyond regular hours to meet team deadlines" We need to split into Requirements, Qualifications, Skills perhaps. But we must not create sections with filler. We'll include sections that have content. We can do:
About the role
... firm description + Your Journey ...
Responsibilities
- Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimony
- Shape the strategic direction of the practice area, identifying market opportunities, refining service offerings, and positioning the firm as a leader in forensic accounting, expert testimony, and litigation support services ... etc for each duty. We need to ensure we capture all duties exactly as in text. Let's list them: From the block: - Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimony - Shape the strategic direction of the practice area, identifying market opportunities, refining service offerings, and positioning the firm as a leader in forensic accounting, expert testimony, and litigation support services - Develop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standards - Represent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environments - Lead and review highly technical analyses, including forensic accounting reviews, business valuations, historical tracings, economic damages calculations, and financial modeling to ensure integrity, defensibility, and strategic alignment - Deliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authority - Act as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinations - Ensure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirements - Cultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new business - Provide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition matters - Manage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentiality - Lead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coaching - Promote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client service - Design and deliver internal training programs to elevate the firm’s expertise in forensic accounting, litigation support, and expert witness preparation and testimony - Support business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership content - Collaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teams - Represent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm’s reputation in forensic and dispute advisory services - Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership - Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity Now Requirements: "Required - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity", "Required - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFA", "Required - Bachelor’s degree in accounting or a related field". Also maybe "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" could be requirement but it's more schedule; but schedule section omitted. Qualifications: maybe the expert-level proficiency etc. Could be separate but we can combine into Qualifications. Skills: maybe the analytical thinking, communication, leadership, etc. But we need to avoid duplication. Let's decide to have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. We need to extract content for each. Requirements list: - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity - CPA license, along with one or more of the following credentials: CFE, CFF, CVA, CBA, ASA, ABV, CDFA - Bachelor’s degree in accounting or a related field Qualifications list (expert-level proficiency etc.): - Expert-level proficiency in forensic accounting, business valuation, and economic damages methodologies, with a deep understanding of legal standards governing financial evidence and expert testimony - Extensive experience serving as a lead expert witness, with a strong track record of delivering credible, persuasive, and defensible testimony in courtrooms, depositions, and arbitration settings - Demonstrated leadership in managing complex litigation and forensic investigations, including overseeing case strategy, managing discovery processes, and directing large-scale data analysis - Sophisticated analytical thinking, with the ability to identify irregularities, model financial impacts, and synthesize findings into clear, litigation-ready narratives - Exceptional verbal and written communication skills, including the ability to produce high-quality expert reports, translate complex data into plain language, and brief legal teams and clients on findings - Strong passion for continual learning and desire to master complex subject-matter - Established reputation as a thought leader, with a history of publishing, speaking, or contributing to professional associations in the areas of forensic accounting or litigation support - Strategic client advisory skills, with the ability to partner with attorneys, corporate counsel, and stakeholders on case strategy, settlement scenarios, and trial preparation - Advanced project and resource management abilities, ensuring efficiency, accuracy, and confidentiality across multiple engagements with tight deadlines and evolving legal requirements - Proven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communication - Strong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiatives - Commitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal risk Skills list maybe overlapping with qualifications; but we can treat qualifications as "Qualifications" and skills as maybe "Skills" but we risk duplication. However the instruction says prefer a few substantive sections over many thin ones. Could combine qualifications and skills into one section called "Qualifications & Skills". But headings list includes Qualifications and Skills separate. We could include both if they have distinct content. But qualifications already include many skill-like items. To avoid thin sections, maybe we combine them into Qualifications (which includes both). Then we omit Skills section. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits. Check Benefits: list from "What We Offer*". Items: - Generous paid time off - Comprehensive medical, dental, and vision coverage, plus life and disability insurance - 401(k) retirement savings plan - Paid holidays, including a firmwide winter