ERISA Audit Manager
KnowHireMatch
full-time
Posted on:
Location Type: Hybrid
Location: Fishers • United States
Visit company websiteExplore more
Salary
💰 $90,000 - $110,000 per year
About the role
- Lead and review 401(k) and other ERISA plan audits in accordance with ERISA, GAAP, and relevant AICPA standards
- Develop and execute audit plans, testing procedures, and documentation for defined contribution plans
- Manage client relationships, fieldwork, and deliverables across multiple concurrent engagements
- Coordinate with internal teams and wealth management partners to ensure cohesive client service
- Identify opportunities to expand the retirement plan audit client base and participate in business development efforts
- Serve as the internal subject matter expert on ERISA and plan audit requirements
- Help build out methodology, templates, and best practices for the ERISA audit practice
Requirements
- Active CPA license
- 5+ years of audit experience with a strong focus on 401(k) and ERISA plan audits
- Proven track record managing audits from planning through completion
- Strong understanding of ERISA, DOL rules, and GAAP as applied to benefit plan audits
- Comfortable interfacing with clients, third-party administrators, and internal stakeholders
- Based in or willing to relocate to the Indianapolis metro area
Benefits
- Dental insurance
- Life insurance
- Paid time off
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
audit experience401(k) auditsERISA plan auditsaudit planstesting proceduresdocumentationbusiness development
Soft Skills
client relationship managementinterpersonal skillsteam coordinationcommunication skills
Certifications
CPA license