Supervisor, Employee Benefit Plans

Responsibilities

• Supervise and participate in audits of employee benefit plans, including 401(k), 403(b), defined benefit, profit-sharing and other retirement and welfare benefit plans.
• Manage the day-to-day activities of multiple audit engagements, including planning, fieldwork and completion.
• Review audit workpapers and financial statements for accuracy, completeness and compliance with professional standards.
• Assist with complex audit areas and identify potential accounting, auditing and compliance issues.
• Maintain knowledge of ERISA, Department of Labor (DOL), IRS and applicable accounting and auditing requirements related to employee benefit plans.
• Communicate directly with clients regarding audit requests, issues, timelines and engagement status.
• Coordinate with third-party administrators, recordkeepers, custodians and other service providers as necessary.
• Supervise, train and mentor Associates and Senior Associates and provide timely feedback on performance.
• Monitor engagement budgets, deadlines and staffing needs and communicate potential issues to engagement leadership.
• Develop strong client relationships and provide a high level of client service.
• Participate in internal training and professional development initiatives related to the Employee Benefit Plan practice.

Qualifications

Bachelor’s degree in Accounting or a related field.
Must be in office 3 days per week
• Approximately 5+ years of public accounting audit experience, with significant experience auditing employee benefit plans.
• Strong understanding of U.S. GAAP, GAAS, ERISA and DOL requirements applicable to employee benefit plans.
• CPA license or progress toward CPA certification strongly preferred.
• Experience supervising and reviewing the work of professional staff.
• Strong analytical, organizational and project management skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple engagements and priorities in a deadline-driven environment.
• Strong attention to detail and commitment to quality client service.
• Proficiency with Microsoft Office and audit/accounting software.