Director, Employee Benefit Plans

PKFOD; Hauppauge (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

401(k) plan and Profit-Sharing

Flexible Spending & Health Savings

Employee Assistance, Wellness, Work‑lI

Parental Leave Benefits

Generous PTO and Holidays

Community & Volunteering programs

Recognition & Rewards programs

Training & Certification programs

Discretionary Performance Bonus

Job summary

PKF O’Connor Davies in Hauppauge, NY seeks an experienced Employee Benefit Plan Audit Director to oversee our Employee Benefit Plan (EBP) Audit practice. The Director will manage a portfolio of engagements, serve as a technical resource, mentor staff, and work with Partners on growth strategies.

Responsibilities include leading complex EBPs from planning to completion, review of workpapers and financial statements, and advising clients on ERISA and DOL compliance.

Qualifications

• Bachelor's degree in Accounting or a related field.
• Must be able to work in office 3 days per week.
• Approximately 10+ years of progressive public accounting audit experience, with substantial experience in employee benefit plan audits.
• CPA license strongly preferred.
• Extensive knowledge of U.S. GAAP, GAAS, ERISA, DOL requirements and employee benefit plan auditing standards.
• Demonstrated experience managing complex engagements and multiple client relationships.
• Proven ability to lead, mentor and develop professional staff at various levels.
• Strong technical accounting and auditing skills with sound professional judgment.
• Excellent leadership, interpersonal, presentation and communication skills.
• Strong client service and relationship management skills.
• Ability to identify business development opportunities and contribute to practice growth.
• Strong organizational and project management skills.

Responsibilities

• Lead and oversee a portfolio of employee benefit plan audit engagements, including 401(k), 403(b), defined benefit, profit-sharing and other retirement and welfare benefit plans.
• Provide overall engagement leadership from planning through completion, ensuring engagements are performed efficiently and in accordance with applicable professional standards.
• Review complex audit workpapers, financial statements and related reporting and resolve significant accounting, auditing and compliance matters.
• Serve as a technical resource on employee benefit plan matters, including ERISA, Department of Labor (DOL), IRS, U.S. GAAP and applicable auditing standards.
• Advise clients on complex employee benefit plan audit and compliance matters and communicate recommendations to senior management and plan fiduciaries.
• Develop and maintain strong relationships with clients, plan sponsors, third-party administrators, recordkeepers and other industry professionals.
• Manage engagement economics, including staffing, budgets, realization, scheduling and overall profitability.
• Provide leadership, coaching and career development to Managers, Supervisors, Seniors and Associates within the practice.
• Participate in recruiting, training, performance management and staff development initiatives.
• Collaborate with Partners and other firm leaders on quality control, risk management and practice management matters.
• Identify opportunities to expand existing client relationships and participate in business development and new client initiatives.
• Represent the firm through industry organizations, professional networking, presentations and other marketplace activities.
• Remain current on regulatory, accounting and auditing developments affecting employee benefit plans and communicate relevant changes to clients and team members.
• Assist Partners with the strategic growth and continued development of the Employee Benefit Plan Audit practice.

Skills

Leadership

Client relations

Project management

Mentoring

Communication

Business development

Financial analysis

Team leadership

Education

Bachelor's degree in Accounting

CPA license

Tools

GAAP

GAAS

ERISA

DOL requirements

EBP auditing standards

Job description

Job Category: Audit - Employee Benefit Plans

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

PKF O’Connor Davies is seeking an experienced Employee Benefit Plan Audit Director to provide leadership within our Employee Benefit Plan (EBP) Audit practice. The Director will oversee a portfolio of employee benefit plan audit engagements, serve as a technical and client relationship resource, develop and mentor professionals, and work closely with Partners on the continued growth and strategic direction of the practice.

Responsibilities

• Lead and oversee a portfolio of employee benefit plan audit engagements, including 401(k), 403(b), defined benefit, profit-sharing and other retirement and welfare benefit plans.
• Provide overall engagement leadership from planning through completion, ensuring engagements are performed efficiently and in accordance with applicable professional standards.
• Review complex audit workpapers, financial statements and related reporting and resolve significant accounting, auditing and compliance matters.
• Serve as a technical resource on employee benefit plan matters, including ERISA, Department of Labor (DOL), IRS, U.S. GAAP and applicable auditing standards.
• Advise clients on complex employee benefit plan audit and compliance matters and communicate recommendations to senior management and plan fiduciaries.
• Develop and maintain strong relationships with clients, plan sponsors, third-party administrators, recordkeepers and other industry professionals.
• Manage engagement economics, including staffing, budgets, realization, scheduling and overall profitability.
• Provide leadership, coaching and career development to Managers, Supervisors, Seniors and Associates within the practice.
• Participate in recruiting, training, performance management and staff development initiatives.
• Collaborate with Partners and other firm leaders on quality control, risk management and practice management matters.
• Identify opportunities to expand existing client relationships and participate in business development and new client initiatives.
• Represent the firm through industry organizations, professional networking, presentations and other marketplace activities.
• Remain current on regulatory, accounting and auditing developments affecting employee benefit plans and communicate relevant changes to clients and team members.
• Assist Partners with the strategic growth and continued development of the Employee Benefit Plan Audit practice.

Qualifications

• Bachelor’s degree in Accounting or a related field.
• Must be able to work in office 3 days per week.
• Approximately 10+ years of progressive public accounting audit experience, with substantial experience in employee benefit plan audits.
• CPA license strongly preferred.
• Extensive knowledge of U.S. GAAP, GAAS, ERISA, DOL requirements and employee benefit plan auditing standards.
• Demonstrated experience managing complex engagements and multiple client relationships.
• Proven ability to lead, mentor and develop professional staff at various levels.
• Strong technical accounting and auditing skills with sound professional judgment.
• Excellent leadership, interpersonal, presentation and communication skills.
• Strong client service and relationship management skills.
• Ability to identify business development opportunities and contribute to practice growth.
• Strong organizational and project management skills with the ability to manage competing priorities.

The salary range for this position is $100,000 - $150,000. Compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.