Senior Employee Benefit Plan Audit Lead

PKFOD; Hauppauge (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) with Profit-Sharing

Flexible Spending Accounts

Employee Assistance Programs

Wellness programs

Paid Time Off

Job summary

PKF O’Connor Davies is seeking an experienced Employee Benefit Plan Audit Supervisor to join our expanding EBP practice. In this role you will supervise audits of employee benefit plans, mentor staff, and coordinate with clients and third-party service providers to ensure timely delivery and compliance with ERISA, DOL, and IRS requirements.

The ideal candidate will have 5+ years of public accounting audit experience focusing on employee benefit plans, strong technical and communication skills,

Qualifications

• Bachelor’s degree in Accounting or related field.
• Must be in office 3 days per week.
• Approximately 5+ years of public accounting audit experience, with significant experience auditing employee benefit plans.
• Strong understanding of U.S. GAAP, GAAS, ERISA and DOL requirements.
• CPA license or progress toward CPA certification strongly preferred.
• Experience supervising and reviewing the work of professional staff.
• Strong analytical, organizational and project management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and audit/accounting software.

Responsibilities

• Supervise and participate in audits of employee benefit plans, including 401(k), 403(b), defined benefit, profit-sharing and other retirement and welfare benefit plans.
• Manage the day-to-day activities of multiple audit engagements, including planning, fieldwork and completion.
• Review audit workpapers and financial statements for accuracy, completeness and compliance with professional standards.
• Assist with complex audit areas and identify potential accounting, auditing and compliance issues.
• Maintain knowledge of ERISA, Department of Labor (DOL), IRS and applicable accounting and auditing requirements related to employee benefit plans.
• Communicate directly with clients regarding audit requests, issues, timelines and engagement status.
• Coordinate with third-party administrators, recordkeepers, custodians and other service providers as necessary.
• Supervise, train and mentor Associates and Senior Associates and provide timely feedback on performance.
• Monitor engagement budgets, deadlines and staffing needs and communicate potential issues to engagement leadership.
• Develop strong client relationships and provide a high level of client service.
• Participate in internal training and professional development initiatives related to the Employee Benefit Plan practice.

Skills

EBP Auditing

Team supervision

Client communication

Education

Bachelor's degree in Accounting

Tools

Microsoft Office

Audit software

Job description

PKF O’Connor Davies is seeking an experienced Employee Benefit Plan Audit Supervisor to join our expanding EBP practice. In this role you will supervise audits of employee benefit plans, mentor staff, and coordinate with clients and third-party service providers to ensure timely delivery and compliance with ERISA, DOL, and IRS requirements.

The ideal candidate will have 5+ years of public accounting audit experience focusing on employee benefit plans, strong technical and communication skills,