Managing Director, Complex Accounting, Litigation, Insurance Solvency Analysis

J.S. Held LLC

. Shape the strategic direction of the Complex Accounting & Litigation practice .

Posted 9/22/2026full-timeRemote • Virginia • United StatesLead💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Complex Accounting and Litigation, with a strong focus on client delivery, business development, and team leadership. Proven ability to manage complex investigations and foster relationships with key stakeholders in the financial services and insurance industries.

Highest-signal resume keywords

Complex InvestigationsForensic AccountingBusiness DevelopmentClient Relationship ManagementCertified Public Accountant

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Forensic AccountingLitigation ConsultingRegulatory InquiriesAudit ExperienceData VisualizationReport DevelopmentPresentation SkillsExpert Witness ServicesClient DeliverablesGo-To-Market Strategies

Soft Skills

Exceptional Communication SkillsOrganizational SkillsTeam LeadershipMentoringCollaboration

Certifications & Qualifications

Certified Public AccountantCertified Fraud ExaminerCertified in Financial Forensics

Industry Keywords

Financial ServicesInsuranceRegulatory ComplianceClient ServiceHigh-Performance Culture

About the role

Key responsibilities & impact

Shape the strategic direction of the Complex Accounting & Litigation practice
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 with internal knowledge sharing, training, and professional development initiatives
Oversee and execute complex investigations involving regulatory inquiries, forensic accounting, litigation consulting, and expert witness services
Guide development of client deliverables including reports, presentations, data visualizations, and testimony
Serve as a senior point of contact for clients
Expand the book of business and contribute to practice growth
Develop and implement go-to-market strategies 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

Requirements

What you’ll need

15+ years of relevant experience in auditing, CFO, regulatory or standard setting, forensic accounting, litigation consulting, or expert witness services roles
Certified Public Accountant or equivalent
Proven experience executing high-quality client delivery and ability to work within and manage a team
Exceptional written and verbal communication skills
Ability to distill complex findings into clear, actionable insights
Strong organizational skills
Ability to manage multiple priorities under tight deadlines
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 are preferred
Must be able to remain in a stationary position during work shift

Benefits

Comp & perks

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