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

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.

As a Managing Director, you will help shape the strategic direction of the practice, lead high-impact engagements, mentor talent, and cultivate long-term client relationships across industries and geographies.

Job Responsibilities

Strategic Leadership & Team Development

• 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.
• Assist in internal knowledge sharing, training, and professional development initiatives.

Client Engagement & Project Oversight

• 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.

Business Development & Market Expansion

• 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.

• 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

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

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

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.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. 

J.S. Held is an equal opportunity employer. Qualified applicants are considered for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request a reasonable accommodation during the recruitment process, please email jobs@jsheld.com. Include "Applicant Accommodation" in the subject line, along with your request and contact information.

All your information will be kept confidential according to EEO guidelines.

All your information will be kept confidential according to EEO guidelines.

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