Senior Employee Benefit Plan Audit Lead

PKF O'Connor Davies; New York (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Flexible Spending & Health Savings

Employee Assistance, Wellness, andWork

Parental Leave Benefits

Paid Time Off

Paid Firm Holidays

Community & Volunteering programs

Recognition & Rewards programs

Training & Certification programs

Discretionary Performance Bonus

Job summary

PKF O’Connor Davies seeks an experienced Employee Benefit Plan Audit Supervisor to lead and supervise employee benefit plan audits (401(k), 403(b), defined benefit, profit-sharing). You’ll work closely with Managers, Directors and Partners across engagements in a collaborative EBP practice.

The role requires 5+ years of public accounting audit experience, in-office presence 3 days/week, strong knowledge of ERISA, DOL, and GAAP, and excellent communication.

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 applicable to employee benefit plans.
• 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.
• Ability to manage multiple engagements and priorities in a deadline-driven environment.
• Strong attention to detail and commitment to quality client service.
• 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

Audit supervision

Employee benefit plans

Staff supervision

Communication skills

Project management

Microsoft Office

In-office presence

Education

Bachelor’s degree in Accounting or related field

CPA license or progress toward CPA certification

Tools

Audit software

Job description

PKF O’Connor Davies seeks an experienced Employee Benefit Plan Audit Supervisor to lead and supervise employee benefit plan audits (401(k), 403(b), defined benefit, profit-sharing). You’ll work closely with Managers, Directors and Partners across engagements in a collaborative EBP practice.

The role requires 5+ years of public accounting audit experience, in-office presence 3 days/week, strong knowledge of ERISA, DOL, and GAAP, and excellent communication.