Lead Director, Employee Benefit Plan Audits

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

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.