Audit Manager – Employee Benefit Plans 
Essential Duties and Responsibilities 
  • Your focus will be on our benefit plan services clients, which includes auditing defined contribution pension plans, defined benefit pension plans, and health and welfare plans.
  • Oversee the efforts of multiple client engagements, including staffing, with the ability to manage to budget.
  • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively.
  • Proactively interact with key client management to gather information, resolve audit-related matters, and make recommendations for operational or internal control improvements
  • Team with partners and senior managers on proposals and business development matters.
  • Manage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviews.
  • Attend professional development, networking events, and training seminars on a regular basis.
  • Adhere to the highest degree of professional standards and strict client confidentiality.
  • Other duties as assigned
Qualifications – External 
  • Bachelor’s degree in accounting, MBA a plus.
  • Minimum 5-7 years of progressive audit experience in a medium to large public accounting firm or equivalent, and well versed in an array of plan types (DC, DB, HW, ESOP)
  • Active CPA license required.
  • Excellent analytical, technical, project management, and auditing skills including proficiency in US GAAP, GAAS, and PCAOB rules and standards.
  • Knowledge of employee benefits laws, ERISA laws, and regulations, Internal Revenue Code and regulations, compliance, and resolution programs.
  • Ability to work additional hours as needed with limited travel domestically to various client sites as needed.  

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