Senior Auditor (401k Audits)

Digital Planners Corporation; Angeles; Hybrid; PHP 446,400 - 892,800; Full time

Job summary

A financial services company in Angeles City is looking for an experienced Senior Auditor specializing in US Employee Benefit Plans. This role supports a hybrid working model and involves executing audits, managing the audit process, and building client relationships. The ideal candidate will have a relevant degree, CPA qualifications, and a passion for developing junior team members. Compelling analytical and communication skills are essential for this position.

Qualifications

• 4+ years of external audit experience.
• Proven experience in auditing Employee Benefit Plans, specifically 401K and/or 403B.
• Thorough understanding of regulatory requirements and industry standards.

Responsibilities

• Assist in the execution of audits for Employee Benefit Plans.
• Support the management of the audit process from planning to reporting.
• Serve as a trusted advisor to clients.

Skills

Auditing Employee Benefit Plans

Analytical skills

Communication skills

Leadership skills

Problem-solving skills

Education

Bachelor's degree in Accounting, Finance, Commerce, or related field

Certified Professional Accountant

Job description

Work Setup: Hybrid in Angeles City, Pampanga (3 days onsite, 2 days remote)

Work Shift: US Shift | Monday to Friday

ABOUT THE ROLE:

We are seeking an experienced Senior Auditor specializing in US Employee Benefit Plans (401K and/or 403B audits) to join our team. This role offers a hybrid work setup, requiring two days in the office.

KEY RESPONSIBILITIES:

Employee Benefit Plan Audit:

• Assist in the execution of audits for Employee Benefit Plans, with a focus on 401(k) plans.
• Build your understanding of regulatory requirements and industry standards to ensure compliance and accuracy.
• Participate in risk assessments and contribute to the development of audit plans specific to Employee Benefit Plans.

Audit Management:

• Support the management of the audit process from planning to reporting, ensuring efficiency and timely delivery.
• Assist in managing budgets and ensuring effective engagement realization.
• Collaborate with audit teams, contributing to a positive, growth-focused work environment.
• Review and provide feedback on audit documentation to guide improvement.
• Help prepare financial statements for benefit plans in compliance with US GAAP.

Client Engagement and Relationship Building:

• Serve as a trusted advisor to clients, maintaining strong relationships and delivering exceptional client service.
• Communicate audit findings and recommendations clearly and effectively to clients, promoting transparency and understanding.
• Proactively track outstanding documentation and follow up with clients to ensure reporting deadlines are met.

Regulatory Compliance and Continuous Learning:

• Stay abreast of evolving regulations and changes in accounting standards related to Employee Benefit Plans.
• Provide insights on emerging trends and best practices in the Employee Benefit Plans audit landscape.
• Actively engage in professional development and continuous learning to enhance audit expertise.

QUALIFICATIONS:

• Bachelor's degree in Accounting, Finance, Commerce, or a related field
• Certified Professional Accountant
• 4+ years of external audit experience.
• Proven experience in auditing Employee Benefit Plans, specifically 401K and/or 403B auditing.
• Thorough understanding of regulatory requirements and industry standards related to Employee Benefit Plan audits.
• Strong leadership abilities, with a passion for mentoring and developing junior team members.
• Exceptional analytical, problem-solving, and decision-making skills.
• Excellent communication and interpersonal skills to effectively engage with clients and internal teams.

Internet Requirements:

• Candidates must have a stable internet connection (minimum 20mbps upload / 10mbps download speed with latency under 30ms).
• A reliable backup power source is required in case of interruptions.