Bachelor's or master's degree in accounting, finance, or related field
CPA license required
5-12 years of public accounting experience preferred
Minimum 2 years of supervisory experience
Strong knowledge of GAAP and basic accounting procedures
Proficient in Microsoft Office applications
Excellent written and verbal communication skills
Responsibilities
Lead and support audits for various pension and health plans
Oversee staff during benefit plan audits
Review audit files for defined benefit plans
Coach and mentor team members in problem-solving
Develop and communicate clear goals and priorities
Supervise timely project completion within budget
Act as main client contact and coordinate service fulfillment
Benefits
Opportunity for professional growth and development
Engagement with diverse client portfolios
Collaborative team environment
Access to ongoing training and mentorship
Flexible work arrangements may be available
Full Job Description
EBP Assurance Manager
Summary
In our EBP Assurance Manager role, you be responsible for providing clients with quality service and personal attention. This may include properly planning and managing engagements to ensure completion, assisting with special projects and communicating with clients and building relationships.
Essential Functions
Lead and support audits for defined contribution pension plans, benefit pension plans, and health plans
Lead and oversee staff through the completion of the audit of benefit plans
Review defined benefit plan audits files through planning, testing, and reporting
Coach and mentor others on how to anticipate, define, prioritize and solve problems.
Develop clear, understandable goals/priorities and persuasively communicate them to others.
Client Service
Supervise timely completion of projects according to job budgets and imposed deadlines.
Responsible for staff realization.
Identify client issues and client service responsibilities.
Supervise staff including workpaper review as directed by partner.
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Know services that S&H provides and actively pursue with clients' potential needs for these services.
Be main client contact for clients designated by partners.
Coordinate client service fulfillment to other departments as necessary.
Position Requirements
Bachelor's or master's degree in accounting/finance or other relevant degree program
CPA license required
Five to twelve years of public accounting experience, preferred
Minimum two years previous supervisory experience
Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment
