Sorren, Inc.
Litigation Support Testifying Expert page is loaded## Litigation Support Testifying Expertlocations:
St. Petersburg, FL:
Knoxville, TN:
Clearwater, FL:
Chicago, IL:
Ketchum, IDtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR100250**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.**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.**Position Summary:**\* While this role is advertised in multiple regions to attract a diverse pool of talent, our **primary focus is to hire someone based in or willing to relocate to the Tampa Bay area (St. Petersburg, Florida or surrounding communities)**. Local candidates are strongly preferred due to the nature of the role and potential in-person collaboration.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
Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
Your Background:
Required - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity
Required - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFA
Required - Bachelor’s degree in accounting or a related field
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
Proven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communication
Strong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiatives
Commitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal risk
Full-time commitment and flexibility to work beyond regular hours to meet team deadlinesAt 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 #J-18808-Ljbffr
St. Petersburg, FL:
Knoxville, TN:
Clearwater, FL:
Chicago, IL:
Ketchum, IDtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR100250**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.**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.**Position Summary:**\* While this role is advertised in multiple regions to attract a diverse pool of talent, our **primary focus is to hire someone based in or willing to relocate to the Tampa Bay area (St. Petersburg, Florida or surrounding communities)**. Local candidates are strongly preferred due to the nature of the role and potential in-person collaboration.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
Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity
Your Background:
Required - 15+ years of experience in litigation support or related work, with 5 years in a leadership capacity
Required - CPA license, along with one or more of the following credentials:, CFE, CFF, CVA, CBA, ASA, ABV, CDFA
Required - Bachelor’s degree in accounting or a related field
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
Proven ability to lead and grow high-performing teams, including mentoring professionals in forensic techniques, courtroom readiness, and client communication
Strong business acumen, with experience supporting practice growth, developing new service offerings, and contributing to proposal development and client retention initiatives
Commitment to ethical standards and professional integrity, especially in handling sensitive or adversarial engagements with reputational or legal risk
Full-time commitment and flexibility to work beyond regular hours to meet team deadlinesAt 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 #J-18808-Ljbffr