Senior ERISA Benefit Plan Auditor (Taft-Hartley)

Baratz & Associates P.A.; Marlton (NJ); On-site; USD 85,000 - 110,000; Full time

Job summary

Baratz & Associates, P.A. in Marlton, NJ seeks a Senior Accountant – Audit to lead Taft-Hartley and multiemployer employee benefit plan audits. The role involves managing day-to-day engagement execution and mentoring staff. In-office full-time position with travel to local clients as needed.

The ideal candidate has 3–5+ years of public accounting audit experience, a Bachelor’s degree in Accounting, and strong GAAP/GAAS/ERISA knowledge. CPA preferred; CPA-eligible considered.

Qualifications

• Bachelor’s degree in Accounting.
• CPA license preferred; CPA-eligible candidates actively pursuing licensure considered.
• 3–5+ years of public accounting audit experience.
• Direct experience auditing Taft-Hartley and multiemployer employee benefit plans required.
• Strong working knowledge of GAAP, GAAS, and ERISA.
• Proficiency with audit software, Microsoft Office, and QuickBooks.

Responsibilities

• Manage day-to-day execution of employee benefit plan audit engagements, including Taft-Hartley and multiemployer plans.
• Perform and oversee all phases of the audit, including planning, fieldwork, and completion.
• Independently perform risk assessments and design appropriate audit procedures.
• Review staff workpapers and provide coaching and feedback.
• Ensure compliance with GAAP, GAAS, ERISA, and DOL reporting requirements.
• Identify and communicate audit issues, efficiencies, and process improvements to Managers and Partners.
• Serve as primary point of contact for client inquiries during fieldwork.
• Prepare and review financial statements and related disclosures.
• Assist with staff training and development.

Skills

Audit planning

Communication

Leadership

GAAP/GAAS/ERISA knowledge

Travel readiness

Education

Bachelor’s degree in Accounting

Tools

Audit software

Microsoft Office

QuickBooks

Job description

Baratz & Associates, P.A. in Marlton, NJ seeks a Senior Accountant – Audit to lead Taft-Hartley and multiemployer employee benefit plan audits. The role involves managing day-to-day engagement execution and mentoring staff. In-office full-time position with travel to local clients as needed.

The ideal candidate has 3–5+ years of public accounting audit experience, a Bachelor’s degree in Accounting, and strong GAAP/GAAS/ERISA knowledge. CPA preferred; CPA-eligible considered.