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Forensics Manager

Role overview

Qualifications

  • Bachelor’s degree in Accounting, Finance or related field
  • CPA licensed with ABV, CVA or other valuation industry credentials preferred
  • 3-5 years of direct experience delivering business valuations, transaction advisory, litigation and forensic services with an accounting, litigation, or consulting firm
  • Prior experience with business valuations in the context of Texas Family Law, Estate and Gift Taxes

Responsibilities

  • Performs technical review of workpapers and reports
  • Reviews valuation and forensic analysis, including interpretation of financial statements and expert witness exhibits
  • Manages engagements including planning, scoping, budgeting, and execution
  • Takes responsibility for accuracy of information and work in all aspects of a client assignment from beginning to end

About the company

ATKG logo

ATKG

Accounting

Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups.  “ATKG” is the brand name under which ATKG LLP and ATKG Advisors LLC provide professional services.   ATKG LLP and ATKG Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. ATKG LLP is a licensed independent CPA firm that provides attest services to its clients, and ATKG Advisors LLC and its subsidiary entities provide tax and business consulting services to their clients. ATKG Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the ATKG brand are independently owned and are not liable for the services provided by any other entity providing services under the ATKG brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by ATKG LLP and ATKG Advisors  LLC.

Company details

Company typeSME
IndustryAccounting
Company size51 - 200

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Job description

Are you a growth-oriented CPA looking for a firm that values innovation and client service? Look no further than ATKG!  

For over 40 years, we have delivered exceptional Tax, Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2026 Best Places to Work! We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. We have partnered with many great charitable organizations throughout the years, with our focus over the past 4 years on our charity of choice, Kinetic Kids!

And now, we are taking our commitment to excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come! 

Top reasons CPAs choose to work at ATKG: 

  • Be on a team that embraces technology and innovation. We proactively invest in new tools and systems to help you focus more on client service and less on mundane tasks.  
  • Benefit from a culture of support. We serve clients collaboratively and have fun while doing it! 

We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for a Forensics Manager who will exemplify our core values.  

  • Positivity: Look for good in all situations and people.  
  • TeamWe make each other better. We’re humble, hungry, and smart.
  • OpenFoster trust, respect, and understanding through thoughtful communication.
  • InsightfulLook beyond what’s ordinary and find the extraordinary. 
  • CaringWe take an active interest in our team and clients.  

Who you are: 

The Forensics Manager performs litigation, forensics, dispute resolutions, and business valuations. Manages litigation engagements, fraud engagements, and valuation engagements.  Works with clients and attorneys.  Responsible for client work and lead and develop staff team members for their personal growth and firm growth.

What you’ll be doing:  

  • Performs technical review of workpapers and reports.
  • Reviews valuation and forensic analysis, including interpretation of financial statements and expert witness exhibits.
  • Manages engagements including planning, scoping, budgeting, and execution.
  • Takes responsibility for accuracy of information and work in all aspects of a client assignment from beginning to end.
  • Works with discovery team to reconcile documents and data produced in preparation for submission and proposals to courts, attorneys, and clients.
  • Provides on-the-job training to other department staff.
  • Anticipates and analyzes problem areas and questions that will arise during the project and recommend solutions.
  • Keeps Senior Manager/Partner informed of all important developments and work with the team to document findings and case issues.
  • Developing knowledge of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.
  • Supervises litigation staff and seniors and provides on-the-job training.
  • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
  • Assumes responsibility for smooth flow of litigation process to assure accurate, complete, and timely preparation of all workpapers and reports.
  • Participates in firm’s practice development efforts through involvement with referral sources, community, and industry activities.
  • Maintains client confidentiality.

Requirements:  

  • Bachelor’s degree in Accounting, Finance or related field.
  • CPA licensed with ABV, CVA or other valuation industry credentials preferred.
  • 3-5 years of direct experience delivering business valuations, transaction advisory, litigation and forensic services with an accounting, litigation, or consulting firm.
  • Prior experience with business valuations in the context of Texas Family Law, Estate and Gift Taxes.

What we offer: 

  • Benefits (Vision, Dental, Medical) 
  • Hybrid opportunities available or 100% remote work depending on location 
  • A generous PTO package
  • 401k matching  
  • Fun company sponsored activities and events 
  • Career & growth opportunities for interested team members  

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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