Forensic & Valuation Services Coordinator

Description

About Dean Dorton

Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.

About the Team


Dean Dorton's Forensic and Valuation Services (FVS) team helps clients navigate complex financial situations with confidence and clarity. Through forensic accounting, business valuation, and litigation support, our professionals provide trusted insight during investigations, disputes, and strategic decision-making events. Combining deep technical expertise with sound judgment, the team delivers credible analyses, defensible results, and objective guidance when the stakes are high.

About the Role

The Forensic & Valuation Services Coordinator provides critical operational, administrative, and analytical support to the FVS team. This role supports the execution of forensic, valuation, and litigation-related engagements by coordinating engagement logistics, maintaining a client database, and conducting research.


The Coordinator works closely with Managers, Associate Directors and Directors to ensure engagements are organized, deadlines are met, and information is accurate and accessible. This role is ideal for someone who is highly organized, detail-oriented, and interested in gaining exposure to forensic accounting, valuation services, and litigation support in a professional services environment.

This role may not be for you: If you prefer highly unstructured work, minimal attention to detail, or roles without deadlines and coordination responsibilities.

This role may be for you: If you enjoy organization, problem-solving, and supporting complex client work behind the scenes, this role offers meaningful exposure to forensic and valuation services.

Essential Duties & Responsibilities

The essential duties & responsibilities of the FVS Coordinator role are outlined below in correlation with Dean Dorton's performance management impact areas.

Technical

Definition: your specialized knowledge & expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).

§ Coordinate engagement logistics, including onboarding new clients, tracking engagement timelines, and assisting with engagement documentation.

§ Initiate conflict checks, engagement letters, and related administrative requirements for new and existing matters.

§ Conduct research using publicly available sources such as court dockets, Secretary of State filings, and other relevant databases.

§ Assist with data gathering and information tracking from clients and third-party stakeholders.

§ Ensure deadlines and milestones are tracked and communicated to engagement teams.

§ Maintain confidentiality and discretion when handling sensitive client and case-related information.

Behavioral

Definition: the behaviors associated with performing your job (interpersonal skills).

§ Communicate clearly and professionally with internal team members, clients, and third-party stakeholders.

§ Demonstrate strong attention to detail, accuracy, and follow-through in all work products.

§ Manage multiple tasks and priorities while meeting deadlines in a fast-paced environment.

§ Exhibit initiative, organization, and reliability in supporting engagement teams.

§ Collaborate effectively with FVS team members to support high-quality client service.

§ Maintain professionalism, discretion, and sound judgment in sensitive or high-pressure situations.

Non-Charge

Definition: the contribution you make to Dean Dorton outside of client work.

• Participate in internal training, onboarding, and professional development opportunities.
• Contribute to process improvement initiatives that enhance efficiency and consistency within the FVS team.
• Support internal documentation, templates, and knowledge-sharing efforts.
• Represent Dean Dorton's values of integrity, collaboration, and excellence in all interactions.
• Assist with internal projects and initiatives as needed.

Experience & Qualifications

• Associate's or Bachelor's degree in Accounting, Finance, Business, Legal Studies, or a related field required.
• 0 to 3 years of experience in an administrative, coordination, paralegal, or professional services support role.
• Prior experience in a legal, accounting, consulting, or professional services environment preferred.
• Strong organizational, analytical, and problem-solving skills.
• Excellent written and verbal communication skills.
• High degree of discretion and ability to handle confidential information.

Software & Tools

• Microsoft Office Suite (Excel, Word, Outlook, Teams).
• Document management and case management systems (e.g., Clio) preferred.
• Adobe or PDF editing tools.
• Familiarity with research databases and public records systems preferred.

Travel

This position may require occasional travel to Dean Dorton offices or client locations.

This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.