Supervisor, Employee Benefit Plans

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

Job Category: Audit - Employee Benefit Plans

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

PKF O’Connor Davies is seeking an experienced Employee Benefit Plan Audit Supervisor to join our growing Employee Benefit Plan (EBP) Audit practice. This position will be responsible for supervising and executing employee benefit plan audit engagements while working closely with Managers, Directors and Partners. The ideal candidate will have strong employee benefit plan audit experience, excellent technical and organizational skills, and the ability to effectively supervise and develop staff.

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.

Qualifications

• Bachelor’s degree in Accounting or a 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.

The salary range for this position is $95,000 - $115,000. Compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.