Litigation Support Testifying Expert
Sorren · St. Petersburg, FL · 2 wk ago
HybridLegalFull-time
Position Summary
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 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.
Required Background
- 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.
- 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.
- Pioneered ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communication.
- Commitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal risk.