Litigation Support Testifying Expert
About the firm
but not allowed headings list? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples but we can use other headings? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. But we can also use "About the firm" maybe not allowed. Safer to map to allowed headings: "About the role" could cover firm overview? Might be okay. Or we could omit About the role and just have Responsibilities, Requirements, Qualifications, Benefits.
We have responsibilities (Your Impact). We have requirements (Your Background Required). We have qualifications maybe overlapping. Could combine.
We have benefits (What We Offer*). Also maybe "Why Choose Us?" could be part of Benefits or separate but we can include under Benefits.
We have no explicit Pay or Schedule, so omit those sections.
We need to preserve all substantive information. So we need to include all bullet points from responsibilities, requirements, qualifications, benefits.
We must use - for any list of duties/requirements/benefits, and
for prose.
Thus we need to parse the responsibilities list: It's a long paragraph with many duties separated by line breaks? Actually it's a paragraph with sentences. We could treat each sentence as a list item? The instruction: Use
- for any list of duties/requirements/benefits. The posting has a list of duties but not formatted as bullet list; it's a paragraph with many duties separated by line breaks? Actually it's a block of text with each duty separated by line breaks? Let's examine: "Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape the strategic direction..." It seems missing punctuation. Hard to parse. But we can treat each sentence as separate duty. We'll split by periods? Might be messy.
Simplify: We can keep the responsibilities as prose in
but instruction says use
- for any list of duties/requirements/benefits. If we keep as prose, might violate. Better to convert each duty to
- . We'll need to extract duties from the block.
Let's copy the responsibilities block:
"Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape 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 servicesDevelop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standardsRepresent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environmentsLead 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 alignmentDeliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authorityAct as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinationsEnsure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirementsCultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new businessProvide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition mattersManage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentialityLead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coachingPromote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client serviceDesign and deliver internal training programs to elevate the firm’s expertise in forensic accounting, litigation support, and expert witness preparation and testimonySupport business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership contentCollaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teamsRepresent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm’s reputation in forensic and dispute advisory servicesPerform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity"
We need to split into sensible items. Could split by capital letters after a period? There are missing periods. Might be easier to keep as prose but risk not following instruction. However instruction says "Use
- for any list of duties/requirements/benefits". If we don't have a list (just prose), maybe it's okay to use
. The responsibilities block is not a list but a paragraph. So we could use
. Similarly for requirements block.
Thus we can use
for prose sections, and
- for actual lists like benefits (which are bullet list). Benefits are listed with asterisks? Actually "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 holidays". That's a run-on list without punctuation. Could treat as list items.
We could split by capital letters after a lowercase? Might be messy.
Given the difficulty, maybe we can keep benefits as
as well. The instruction may be flexible: if there is a list, use
- . If not, use
. The benefits block is essentially a list but not formatted; we could still treat as
. Might be acceptable.
Thus produce sections:
About the role
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.
Responsibilities
Your Impact (Essential Duties): Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape 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 servicesDevelop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standardsRepresent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environmentsLead 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 alignmentDeliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authorityAct as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinationsEnsure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirementsCultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new businessProvide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition mattersManage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentialityLead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coachingPromote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client serviceDesign and deliver internal training programs to elevate the firm’s expertise in forensic accounting, litigation support, and expert witness preparation and testimonySupport business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership contentCollaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teamsRepresent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm’s reputation in forensic and dispute advisory servicesPerform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
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 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,
- for any list of duties/requirements/benefits, and
for prose. Thus we need to parse the responsibilities list: It's a long paragraph with many duties separated by line breaks? Actually it's a paragraph with sentences. We could treat each sentence as a list item? The instruction: Use
- for any list of duties/requirements/benefits. The posting has a list of duties but not formatted as bullet list; it's a paragraph with many duties separated by line breaks? Actually it's a block of text with each duty separated by line breaks? Let's examine: "Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape the strategic direction..." It seems missing punctuation. Hard to parse. But we can treat each sentence as separate duty. We'll split by periods? Might be messy.
Simplify: We can keep the responsibilities as prose in
but instruction says use
- for any list of duties/requirements/benefits. If we keep as prose, might violate. Better to convert each duty to
- . We'll need to extract duties from the block.
Let's copy the responsibilities block:
"Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape 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 servicesDevelop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standardsRepresent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environmentsLead 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 alignmentDeliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authorityAct as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinationsEnsure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirementsCultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new businessProvide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition mattersManage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentialityLead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coachingPromote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client serviceDesign and deliver internal training programs to elevate the firm’s expertise in forensic accounting, litigation support, and expert witness preparation and testimonySupport business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership contentCollaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teamsRepresent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm’s reputation in forensic and dispute advisory servicesPerform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity"
We need to split into sensible items. Could split by capital letters after a period? There are missing periods. Might be easier to keep as prose but risk not following instruction. However instruction says "Use
- for any list of duties/requirements/benefits". If we don't have a list (just prose), maybe it's okay to use
. The responsibilities block is not a list but a paragraph. So we could use
. Similarly for requirements block. Thus we can use
for prose sections, and
- for actual lists like benefits (which are bullet list). Benefits are listed with asterisks? Actually "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 holidays". That's a run-on list without punctuation. Could treat as list items.
We could split by capital letters after a lowercase? Might be messy.
Given the difficulty, maybe we can keep benefits as
as well. The instruction may be flexible: if there is a list, use
- . If not, use
. The benefits block is essentially a list but not formatted; we could still treat as
. Might be acceptable. Thus produce sections:
About the role
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.
Responsibilities
Your Impact (Essential Duties): Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape 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 servicesDevelop and enforce best practices for engagement execution, evidence documentation, regulatory compliance, and best practices in line with applicable legal and ethical standardsRepresent the firm in strategic client matters and complex litigation, bringing sound judgment, subject-matter expertise, and credibility to high-stakes environmentsLead 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 alignmentDeliver expert opinions and testimony in courtrooms, arbitrations, and depositions with poise, clarity, and authorityAct as a principal technical advisor to legal counsel, providing objective analysis, case insights, and support in preparing discovery, motions, and cross-examinationsEnsure all work product is accurate, well-documented, and compliant with professional standards and legal evidentiary requirementsCultivate long-term, trusted relationships with attorneys, law firms, and other referral sources, with a focus on growing originations of new businessProvide ongoing financial advisory support on matters such as contract disputes, intellectual property infringement, fraud investigations, shareholder disputes, and post-acquisition mattersManage engagement scope, client expectations, and project timelines while maintaining a high standard of responsiveness and confidentialityLead, mentor, and develop a growing team of forensic accountants and litigation consultants, including setting performance goals, conducting reviews, and providing technical coachingPromote a collaborative, analytical, and accountable team culture with a strong focus on precision, ethics, and client serviceDesign and deliver internal training programs to elevate the firm’s expertise in forensic accounting, litigation support, and expert witness preparation and testimonySupport business development by participating in professional group presentations, relationship building with legal and financial professionals, and authoring thought leadership contentCollaborate with firm leadership to align litigation support with broader firm strategy and to identify cross-service opportunities with tax, assurance, accounting and other advisory teamsRepresent the firm at industry events, CPE programs, and professional forums to increase visibility and reinforce the firm’s reputation in forensic and dispute advisory servicesPerform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
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 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,
- . If not, use
- for actual lists like benefits (which are bullet list). Benefits are listed with asterisks? Actually "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 holidays". That's a run-on list without punctuation. Could treat as list items.
We could split by capital letters after a lowercase? Might be messy.
Given the difficulty, maybe we can keep benefits as
- for any list of duties/requirements/benefits". If we don't have a list (just prose), maybe it's okay to use
- for any list of duties/requirements/benefits. The posting has a list of duties but not formatted as bullet list; it's a paragraph with many duties separated by line breaks? Actually it's a block of text with each duty separated by line breaks? Let's examine: "Provide executive leadership across all phases of litigation support and forensic engagements, from case scoping and discovery to expert report preparation and testimonyShape the strategic direction..." It seems missing punctuation. Hard to parse. But we can treat each sentence as separate duty. We'll split by periods? Might be messy.
Simplify: We can keep the responsibilities as prose in