Managing Director, Complex Accounting & Litigation (Insurance Solvency Analysis)

Job Description

J.S. Held’s Complex Accounting & Litigation team is seeking a seasoned and entrepreneurial Managing Director to support and expand our capabilities within the forensic accounting, litigation consulting and expert witness services. This is a senior role for a professional with deep experience in complex investigations and litigation.

Job Responsibilities

• Lead, mentor, and grow junior team members on client work and business development.
• Foster a collaborative, high-performance culture focused on quality, innovation, and client service.
• Able to oversee and execute engagements in a wide array of disciplines including complex, investigations involving regulatory inquiries, forensic accounting, litigation consulting and expert witness services.
• Guide the development of client deliverables including reports, presentations, and data visualizations and testimony.
• Serve as a senior point of contact for clients, ensuring exceptional service delivery and strategic insight.
• Expand your book of business and contribute to the growth of the Complex Accounting & Litigation practice.
• Develop and implement go-to-market strategies in collaboration with internal stakeholders.
• Build and maintain relationships with law firms, regulators, financial institutions, and corporate clients.
• Represent J.S. Held at industry events, conferences, and client engagements.

Qualifications

• 15+ years of experience in relevant experience ranging from auditing, CFO, regulatory or standard setting, forensic accounting, litigation consulting, and expert witness services roles.
• Certified Public Accountant or equivalent.
• Proven experience with a focus on executing on client delivery of high quality services and ability to work within and manage a team.
• Exceptional written and verbal communication skills, with the ability to distill complex findings into clear, actionable insights.
• Strong organizational skills and the ability to manage multiple priorities under tight deadlines.

Preferred Qualifications

• Demonstrated success in business development and client relationship management.
• Significant experience in the financial services and insurance industries.
• Prior audit experience.
• Additional relevant certifications including CFE, CFF, among others.

Physical and Mental Job Qualifications

• Must be able to remain in a stationary position during work shift

Benefits

• Our flexible work environment allows employees to work remotely, when needed
• Flexible Time Off policy
• Medical, Dental, and Vision Insurance
• 401k Match

Additional Information

A reasonable estimate of the salary range for this role is $200,000 - $300,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.