DiSanto, Priest & Co. · 1 week ago
Business Valuation, Forensic Accounting & Litigation Support Paraprofessional
Warwick, RI
Full-time
Onsite
Mid Level
3+ years expDiSanto, Priest & Co. is a public accounting firm recognized as a Best Place to Work, seeking a detail-oriented Business Valuation, Forensic Accounting & Litigation Support Paraprofessional. This role involves providing analytical, administrative, and document management support to professionals in the firm's valuation, forensic accounting, and litigation support practices.
AccountingFinanceFinancial ServicesReal EstateTax Preparation
Hiring Manager
Eric Banville, SPHR, SCP
Responsibilities
Manage and maintain a detailed and accurate inventory of all documents created and produced in valuation, forensic, and litigation engagements, including financial records, discovery materials, exhibits, reports and correspondences
Organize, label, index, and track documents in both electronic and hard-copy formats, ensuring version control, document integrity and confidentiality throughout the engagement lifecycle
Track open items and outstanding document requests, follow up promptly to obtain missing information
Assist with document productions, audit trails, and preparation of materials for court-related matters
Review draft reports, schedules, and supporting exhibits for accuracy, consistency, formatting, and internal coherence
Proofread reports for typographical errors and grammatical errors, numerical consistency, and compliance with firm standards
Cross-check financial data, tables, and references against source documents to identify discrepancies or omissions
Assist in organizing and summarizing financial statements, tax returns, general ledgers, and other accounting records
Perform basic financial reconciliations and data validation under the supervision of valuation, forensic and litigation professionals
Support the preparation of workpapers, schedules, Excel spreadsheets, and templates used in valuation, forensic accounting, and litigation support engagements
Research industry and economic data using internal resources and publicly available information
Assist the team in managing deadlines, filings, and deliverables related to litigation and matrimonial matters
Support the preparation of materials for depositions, mediations, settlement conferences, and trial
Coordinate internally to ensure all required documentation is complete and accessible
Use the firm’s software and standard office applications (e.g., Word, Excel, PDF tools, document management systems) to support engagement execution and deliverables
Maintain well-organized electronic filing structures and contribute to workflow efficiencies and consistencies
Learn and apply firm methodologies, processes, and professional standards
Develop and maintain professional working relationships with clients’ personnel and colleagues
Perform additional administrative and paraprofessional tasks as needed to support the valuation and forensic team
Work with the team to review current processes and assist in developing improved procedures to support efficiency and accuracy of engagement
Qualification
Required
Associate's degree in accounting or related field required
Working knowledge of accounting principles, financial statements, and financial records
Demonstrated ability to manage large volumes of documents with exceptional attention to detail and accuracy
Proven ability to proofread and quality-control skills, including review complex reports and financial schedules
Strong analytical, organizational, and problem-solving skills
Proficiency with Microsoft Word and Excel; experience with PDF and document management systems preferred
High level of computer literacy and ability to learn firm-specific software and processes
Strong written and verbal communication skills, professionalism, and discretion in handling confidential and sensitive information
Ability to work independently and collaboratively in a deadline-driven environment
Flexibility and willingness to work outside normal business hours and to travel when necessary
Ability to maintain strict confidentiality and adhere to ethical, professional, and chain-of-custody standards when handling sensitive financial, personal, and legal information
Preferred
3+ years' prior experience in professional services (business valuation, accounting, forensic accounting, litigation support, or law firm) preferred, matrimonial experience a plus
Paralegal certification is not required but an advantage
Proficiency with Microsoft Word and Excel; experience with PDF and document management systems preferred
Company
DiSanto, Priest & Co.
DiSanto, Priest & Co. is an accounting firm that provides financial and tax preparation services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arthur Lambi, Jr., CPA, MST
Partner
Bernadette Dion
Partner
Recent News
Providence Business News
2025-08-05
2024-10-27
Providence Business News
2024-02-05
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