Retirement Plan Audit Lead - Hybrid

CFS; Northbrook (IL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule

401K match

Healthcare

Job summary

CFS in the Chicago area is seeking a Benefit Plan Audit Supervisor to lead and participate in retirement plan audits within a partner-led team. The position offers a hybrid schedule, strong benefits, and clear career advancement.

You will perform engagement audits, handle documentation reviews, conduct compliance testing, calculate benefits, and supervise staff to ensure high quality work in a collaborative environment.

Qualifications

• 2+ years of retirement plan audit experience.
• Bachelor's degree and CPA track in progress or achieved.
• Knowledge of Qualified 401(k) designation or familiarity with DataIR Software is a plus.

Responsibilities

• Lead and participate in engagement audits and document reviews.
• Perform compliance testing for retirement plans.
• Calculate benefits and prepare benefit statements.
• Supervise staff on performance and development.

Skills

Retirement plan audit

Engagement audits

Staff supervision

Analytical skills

Education

Bachelor's degree

CPA track

Tools

Datair Software

Job description

CFS in the Chicago area is seeking a Benefit Plan Audit Supervisor to lead and participate in retirement plan audits within a partner-led team. The position offers a hybrid schedule, strong benefits, and clear career advancement.

You will perform engagement audits, handle documentation reviews, conduct compliance testing, calculate benefits, and supervise staff to ensure high quality work in a collaborative environment.