Senior/Supervisor Accountant - Employee Benefit Plan Auditor

Belfint Lyons & Shuman P.A; Wilmington (DE); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Flexible schedules

On-site work available

Fully remote option

Hybrid work option

Résumé du poste

BLS seeks an experienced Employee Benefit Plan Accountant to join our team and work on financial statements for employee benefit plans, including defined contribution and defined benefit plans, as well as health and welfare plans.

You will assist with Form 5500 filings, manage plan audits with clients and service providers, and ensure ERISA compliance. The role requires strong attention to detail, solid analytical skills, and proficiency with Microsoft Office and Engagement Accounting software.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2-7 years of experience in employee benefit plan accounting or auditing.
• Knowledge of ERISA and Internal Revenue Code requirements for retirement plans.
• Strong attention to detail and analytical skills.
• Proficiency in Microsoft Office Suite and Engagement Accounting software.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.

Responsabilités

• Assist in preparation and review of financial statements of employee benefit plans (e.g., 401(k), 403(b), defined benefit, and health & welfare plans).
• Assist in the preparation of Form 5500 and related filings.
• Manage audits of employee benefit plans and coordinate with clients and service providers.
• Ensure ERISA and other regulatory compliance.
• Perform testing and reconciliation of reports, participant data, contributions, distributions and loans.
• Write comments and recommendations for process improvements to clients after audits.
• Communicate with clients, auditors, and stakeholders to resolve financial issues during audits.
• Maintain accurate records and files for all benefit plan activities.

Connaissances

Attention to detail

Analytical skills

Excellent communication

Independent working

Microsoft Office Suite

Engagement Accounting software

Formation

Bachelor's degree in Accounting, Finance, or related field

Outils

Microsoft Office Suite

Engagement Accounting software

Description du poste

Employee Benefit Plan Accountant

At BLS, we pride ourselves on providing high-quality financial services with a focus on supporting our clients' unique needs. We are currently seeking an experienced Employee Benefit Plan Accountant to join our growing team. This position offers the opportunity to work with a dynamic group of professionals in an engaging and fast-paced environment.

Job Responsibilities:

• Assist in the preparation and review of financial statements of employee benefit plans (including defined contribution (401(k), 403(b), etc.), defined benefit, and health & welfare plans)


• Assist in the preparation of Form 5500 and related filings


• Manage the audits of employee benefit plans and coordinate with clients and their service providers


• Ensure compliance with ERISA regulations and other applicable laws


• Perform related testing procedures including reconciliation of reports, analysis of certifications and trust reports, sample selection procedures, participant data, contribution, distribution, and participant loans.


• Write comments on issues found and general recommendations of process improvements to clients at the end of the audit


• Communicate with clients, auditors, and other stakeholders to resolve any financial issues during the audit


• Maintain accurate records and files for all benefit plan-related activities

Requirements:

• Bachelor's degree in Accounting, Finance, or related field


• 2-7 years of experience in employee benefit plan accounting or auditing


• Knowledge of applicable accounting and auditing standards and compliance requirements of the Employee Retirement Income Security Act and the Internal Revenue Code over retirement plans


• Strong attention to detail and analytical skills


• Proficiency in Microsoft Office Suite (Excel, Word, etc.) and Engagement Accounting software


• Excellent communication skills, both written and verbal


• Ability to work independently and as part of a team

Preferred Qualifications:

• CPA designation (or progress toward obtaining CPA)


• Experience with retirement plan auditing and related compliance requirements


• Familiarity with auditing and accounting standards, specifically related to benefit plan audits

BLS is an Fifteen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, generous signing bonuses, excellent benefits, state-of-the-art technology and continued training. Travel is limited, and compensation will be comparable to experience and qualifications.

Flexible Schedules:

• Flexible Schedules Available


• Fully on site


• Fully Remote


• Hybrid