Blue and Company

Role Description We seek a dedicated Litigation Support Manager to join our Forensic & Valuation Services Advisory team. In this role you will: - Oversee engagements from planning through completion. - Supervise staff. - Interface directly with attorneys and clients. - Support expert testimony through the preparation of defensible analyses, reports, and exhibits. The Litigation Support Manager is responsible for managing and delivering financial analyses in connection with: - Commercial litigation - Marital dissolution - Shareholder disputes - Other matters involving economic damage and business valuation This role applies accounting, valuation, and economic principles to assist attorneys and clients in dispute resolution and litigation. Qualifications - Bachelor’s degree in Accounting, Finance, Economics, or a related field. - Minimum of 5–7 years of experience in litigation support, forensic accounting, valuation, or dispute-related advisory services. - Strong understanding of economic damages concepts, business valuation principles, and financial analysis. - Demonstrated experience managing engagements and supervising staff. - Excellent written and verbal communication skills. - CPA required; ABV, CFF, CVA, ASA, CFE, MAFF or similar credential strongly preferred. - Experience with marital dissolution and family law engagements. - Prior experience supporting expert testimony, depositions, or trial proceedings. - Advanced proficiency in Excel and financial modeling. - Ability to manage multiple engagements under tight deadlines. - Client-service mindset within an expert services framework. Requirements - Manage litigation support and valuation engagements throughout the engagement lifecycle. - Serve as day‑to‑day contact for attorneys, clients, and internal engagement teams. - Identify issues, risks, and assumptions relevant to damages and valuation analyses. - Direct and perform analyses related to lost profits, lost earnings, and other economic damages. - Apply accepted economic and accounting methodologies. - Review financial statements, tax returns, and other accounting records. - Prepare clear, well‑documented schedules and analyses. - Manage valuation engagements for closely held businesses. - Assist with normalization adjustments and reasonable compensation analyses. - Assist in the preparation of expert reports and supporting exhibits. - Ensure analyses and workpapers are complete and well‑organized. - Coordinate document support for expert testimony. - Supervise, coach, and review the work of associates and senior associates. - Provide technical guidance on damages methodologies and documentation standards. - Other duties as assigned. Benefits - We are responsive. - We are caring. - We are advocates. Company Description Blue & Co., LLC is a dynamic and innovative accounting and advisory firm that provides growth-committed entrepreneurial clients with accounting and consulting services. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. Candidates must be authorized to work in the U.S. without current or future employer sponsorship. Agency candidates will not be considered for this position.

Role Description Blue Benefits Consulting, Inc., an affiliate of Blue & Co., LLC, is seeking an experienced retirement plan administrator to join our client-facing team. You will contribute to an expanding practice that welcomes innovation and plays a role in all phases of retirement plan administration, primarily 401(k), but including cash balance/401(k) paired plans. This role can be fully remote. - Administration of key or large clients; assistance with annual audits. - Review compliance and administration work performed by others. - Client and advisor relationship development and maintenance. - Review and interpret plan documents to ensure compliance with DOL and IRS requirements. - Trust accounting and asset reconciliation. - Calculate and allocate annual employer contribution and forfeitures, review eligibility and complete vesting determinations. New Comparability understanding required. - Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy. - Preparation of annual valuation and Form 5500 filing. - Assist with plan design and new business development. Qualifications - 5+ years’ experience with qualified retirement plan administration, Third Party Administrator preferred. - Bachelor’s degree in related field preferred. - Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA). - Solid understanding of recordkeeping software; FT Williams (Plan Documents, Government Forms (5500), and Compliance Testing and Reporting) and PensionPro. - Good communication skills with clients, contacts, and advisors. - Understanding of plan design and composition of qualified plan documents. - Experience with balance forward & daily valuation (Platform) plans. - Superior attention to detail and organizational skills; must be a self-starter. - Experienced in MS Office (Word, Excel, and PowerPoint). Requirements - We are responsive. We are caring. We are advocates. - Candidates must be authorized to work in the U.S. without current or future employer sponsorship. - Agency candidates will not be considered for this position. Company Description Blue & Co., LLC, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.