Data Tracing Associate, Litigation & Forensic Accounting
Job Title: Litigation Associate, Tracing
Department: Litigation, Forensic Accounting
Location: San Francisco
Description of the role: Gursey | Schneider is looking for a dynamic and detail-oriented professional to contribute to the litigation department. G|S's litigation department position focuses on high-net-worth clients and business owners in all financial aspects of the marital dissolution process. This unique role will enable the associate to work with G|S' established tracing team and utilize G|S' proprietary tracing and marital lifestyle software. The tracing team collates, organizes, categorizes, analyzes, and characterizes high volumes of data from source documents such as bank, brokerage, and credit card accounts. This position allows for professional growth and career development.
Educational Requirements:
• Bachelor's degree (majors in Accounting, Finance, Economics, or related discipline preferred)
Minimum Qualifications:
• Meticulous attention to detail and accuracy
• Ability to organize large volumes of detailed information
• Basic bookkeeping skills and/or experience using accounting, bookkeeping, or finance software (e.g., QuickBooks, AgilLink/Datafaction, Sage) to categorize and reconcile transactions
• Proficiency in Microsoft Excel; preferred candidates can demonstrate competency with logic, information, lookup-and-reference functions, and Excel tables
• Basic competency in Microsoft Word and Outlook
• Must live within commuting distance of the San Francisco office
Preferred experience/skills:
• Basic programming experience
• Data-analytics abilities, including data mining, data management, statistical analysis, and presentation
Responsibilities:
• Extract and enter transactional data to trace separate-property assets in marital-dissolution engagements
• Reformat transactional data and import it into G|S's proprietary programs
• Generate reports from G|S's proprietary programs (e.g., Ceres Tracing, Lifestyler)
• Reconcile data to source documents
• Inventory source documents and identify any deficiencies needed to complete the work
• Customize reports in Excel or Word for client-specific scenarios
• Prepare and reference work-paper files for litigation managers and partners to use in marital-dissolution proceedings (court hearings, settlement conferences, depositions, etc.)
$65,000 - $70,000 a year
The annual salary target for this job in this market is $65,000 - $70,000. The specific compensation for this role will be determined based on the market demand, education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. In addition to income, the following benefits are available: comprehensive medical, dental, and vision insurance; retirement savings; life and disability insurance; profit sharing and 401(k) match; certification incentives; education assistance; referral program; and more.
Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, paid parental leave, generous PTO, profit sharing plan, 401(k) match, and overtime pay. We also offer fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.
About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Apply Now
Apply Now
Department: Litigation, Forensic Accounting
Location: San Francisco
Description of the role: Gursey | Schneider is looking for a dynamic and detail-oriented professional to contribute to the litigation department. G|S's litigation department position focuses on high-net-worth clients and business owners in all financial aspects of the marital dissolution process. This unique role will enable the associate to work with G|S' established tracing team and utilize G|S' proprietary tracing and marital lifestyle software. The tracing team collates, organizes, categorizes, analyzes, and characterizes high volumes of data from source documents such as bank, brokerage, and credit card accounts. This position allows for professional growth and career development.
Educational Requirements:
• Bachelor's degree (majors in Accounting, Finance, Economics, or related discipline preferred)
Minimum Qualifications:
• Meticulous attention to detail and accuracy
• Ability to organize large volumes of detailed information
• Basic bookkeeping skills and/or experience using accounting, bookkeeping, or finance software (e.g., QuickBooks, AgilLink/Datafaction, Sage) to categorize and reconcile transactions
• Proficiency in Microsoft Excel; preferred candidates can demonstrate competency with logic, information, lookup-and-reference functions, and Excel tables
• Basic competency in Microsoft Word and Outlook
• Must live within commuting distance of the San Francisco office
Preferred experience/skills:
• Basic programming experience
• Data-analytics abilities, including data mining, data management, statistical analysis, and presentation
Responsibilities:
• Extract and enter transactional data to trace separate-property assets in marital-dissolution engagements
• Reformat transactional data and import it into G|S's proprietary programs
• Generate reports from G|S's proprietary programs (e.g., Ceres Tracing, Lifestyler)
• Reconcile data to source documents
• Inventory source documents and identify any deficiencies needed to complete the work
• Customize reports in Excel or Word for client-specific scenarios
• Prepare and reference work-paper files for litigation managers and partners to use in marital-dissolution proceedings (court hearings, settlement conferences, depositions, etc.)
$65,000 - $70,000 a year
The annual salary target for this job in this market is $65,000 - $70,000. The specific compensation for this role will be determined based on the market demand, education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. In addition to income, the following benefits are available: comprehensive medical, dental, and vision insurance; retirement savings; life and disability insurance; profit sharing and 401(k) match; certification incentives; education assistance; referral program; and more.
Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, paid parental leave, generous PTO, profit sharing plan, 401(k) match, and overtime pay. We also offer fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.
About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Apply Now
Apply Now