Litigation Support Testifying Expert
for each section heading.
We need - for any list of duties/requirements/benefits.
We need
for prose.
We must preserve all substantive info, not invent.
We must remove boilerplate: cookie/navigation/legal/EEO etc. At end there is copyright and legal disclaimer about Sorren CPAs etc. That's boilerplate; should be removed.
Also remove duplicated lines.
We need to decide headings: Possibly "About the firm" not in list; but we can use "About the role" for firm description? Might be okay. However instructions: use headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose which to include.
We have content about firm: could go under About the role.
Responsibilities: the "Your Impact (Essential Duties):" bullet list.
Requirements: maybe the "Your Background Required - ..." includes required experience, license, degree.
Qualifications: maybe the expert-level proficiency etc.
Skills: maybe the communication, leadership etc.
But we must not create thin sections; better to combine similar content into fewer sections.
We could have: About the role (firm description + journey), Responsibilities (duties), Requirements (experience, license, degree), Qualifications (expert-level proficiency, leadership, etc.), Benefits (What We Offer). Avoid Pay and Schedule as not specified.
We must not include placeholder text like "commensurate with experience". Not present.
We need to ensure we don't include filler.
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.
Now responsibilities: list after "Your Impact (Essential Duties):" many bullet points (starting with Provide executive leadership...). We'll need to turn each into
- .
Now requirements: "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 field"
Note there are missing spaces after commas; but we keep as is.
We can format as list.
Then qualifications: "Expert-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 could treat as qualifications.
Skills: maybe overlapping; but we could combine qualifications and skills into one section "Qualifications". But we need to follow headings list; we can include Qualifications and maybe Skills if we have distinct content. However the qualifications list already includes many skills. To avoid thin sections, we could have only Qualifications and not Skills. Or we could have Skills separate for communication, leadership etc. But that would be thin.
Better: Use sections: About the role, Responsibilities, Requirements, Qualifications, Benefits.
We need to ensure we don't create Pay or Schedule sections.
Now Benefits: "Why Choose Us? At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that. What We Offer*: Generous paid time offComprehensive medical, dental, and vision coverage, plus life and disability insurance401(k) retirement savings planPaid holidays, including a firmwide winter break (December 24 – January 1)Paid parental leave (available after one year of service)Mentorship and career development programsCPA exam support to help you succeed on the path to licensureFirm-sponsored events and spontaneous team activitiesCelebrations to mark milestones like the end of busy season and the holidaysBenefits are available to full-time employees regularly scheduled to work at least 30 hours per week."
We need to turn each benefit into
- . Note there is missing spaces; we need to keep as is but we can add spaces for readability? Must preserve substantive information; we can keep the text as is but maybe add spaces for readability? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Adding spaces is not inventing; it's just formatting. Probably okay.
We'll output HTML fragment.
Structure:
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.
We need to ensure each bullet ends appropriately.
Let's copy the responsibilities list exactly as in text, splitting at each line that starts with a verb.
Original list:
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
We'll put each as - .
Now 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
Note there is weird comma after credentials: "credentials:, CFE". We'll keep as is.
Now Qualifications list: we need to split at each sentence (they are concatenated without spaces). We need to insert spaces where missing? The original text: "Expert-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
for prose. We must preserve all substantive info, not invent. We must remove boilerplate: cookie/navigation/legal/EEO etc. At end there is copyright and legal disclaimer about Sorren CPAs etc. That's boilerplate; should be removed. Also remove duplicated lines. We need to decide headings: Possibly "About the firm" not in list; but we can use "About the role" for firm description? Might be okay. However instructions: use headings from list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose which to include. We have content about firm: could go under About the role. Responsibilities: the "Your Impact (Essential Duties):" bullet list. Requirements: maybe the "Your Background Required - ..." includes required experience, license, degree. Qualifications: maybe the expert-level proficiency etc. Skills: maybe the communication, leadership etc. But we must not create thin sections; better to combine similar content into fewer sections. We could have: About the role (firm description + journey), Responsibilities (duties), Requirements (experience, license, degree), Qualifications (expert-level proficiency, leadership, etc.), Benefits (What We Offer). Avoid Pay and Schedule as not specified. We must not include placeholder text like "commensurate with experience". Not present. We need to ensure we don't include filler. 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. Now responsibilities: list after "Your Impact (Essential Duties):" many bullet points (starting with Provide executive leadership...). We'll need to turn each into
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. We need to ensure each bullet ends appropriately. Let's copy the responsibilities list exactly as in text, splitting at each line that starts with a verb. Original list: 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 We'll put each as
- . Now 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 Note there is weird comma after credentials: "credentials:, CFE". We'll keep as is. Now Qualifications list: we need to split at each sentence (they are concatenated without spaces). We need to insert spaces where missing? The original text: "Expert-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