Audit & Assurance Role - Employee Benefit Plan - CA/CPA (5-8 yrs)

Hiring CA/CPA - EBP Audit

Job Summary:

- We are seeking a detail-oriented and experienced professional to join our Audit & Assurance team specializing in Employee Benefit Plan (EBP) audits.

- The candidate will be responsible for planning, executing, and reviewing EBP audits to ensure compliance with ERISA, DOL, and IRS regulations, as well as GAAS and GAAP.

Key Responsibilities:

- Conduct audits of Employee Benefit Plans (401(k), 403(b), pension, health, and welfare plans).

- Ensure audits are performed in compliance with ERISA, DOL, IRS, GAAS, and GAAP regulations.

- Prepare financial statements, footnotes, and audit reports for EBP clients.

- Identify and communicate audit findings, risks, and control deficiencies to clients and senior management.

- Perform internal control testing and compliance testing related to plan operations.

- Review Form 5500 filings and ensure all regulatory requirements are met.

- Maintain up-to-date knowledge of EBP regulations and industry best practices.

- Assist in training and mentoring junior staff on EBP audit procedures.

- Develop strong relationships with clients and provide consultative guidance on compliance and best practices.

Qualifications & Skills:

- Education: Bachelor's or Master's degree in Accounting, Finance, or a related field.

- Certification (preferred): CPA, CFE, or QKA certification is a plus.

Experience:

- Associate: 1-2 years of public accounting/audit experience (EBP audit experience preferred).

- Senior: 3-5 years of EBP audit experience in a CPA firm.

- Manager: 5+ years of experience managing EBP audits and client relationships.

- Strong knowledge of ERISA, GAAP, GAAS, and DOL regulations related to employee benefit plans.

- Experience with audit software (e.g., CaseWare, CCH, ProSystem fx, or similar).

- Proficiency in Excel, Word, and accounting systems (e.g., QuickBooks, SAP).

- Strong analytical, organizational, and communication skills.

- Ability to manage multiple clients and deadlines effectively.

- Strong problem-solving skills and attention to detail.