PKF O’Connor Davies

Senior Audit Associate-(EBP)

PKF O’Connor Davies$80K — $90K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field
  • CPA license required or actively pursuing with progress
  • 3+ years of public accounting experience focused on employee benefit plan audits
  • Strong knowledge of ERISA and IRS regulations
  • Experience with Form 5500 preparation and review
  • Strong analytical, organizational, and communication skills
  • Proficient with Microsoft Office Suite and relevant accounting software

Responsibilities

  • Lead audits for employee benefit plans including 401(k) and pension plans
  • Plan, execute, and complete audit fieldwork per GAAP and ERISA
  • Review workpapers and financial statements for accuracy
  • Identify audit risks and develop strategies to mitigate them
  • Evaluate internal controls and recommend enhancements
  • Ensure compliance with DOL and IRS regulations
  • Supervise and mentor audit staff, maintaining client relationships

Benefits

  • Medical, Dental, and Vision plans
  • 401(k) plan and Profit-Sharing program
  • Flexible Spending & Health Savings accounts
  • Generous Paid Time Off (PTO)
  • Paid firm holidays
  • Training & Certification programs
  • Discretionary Performance Bonus
Full Job Description
We are seeking an experienced Senior Auditor with a strong background in Employee Benefit Plan (EBP) audits to join our audit team. This role will lead and execute audits of defined contribution and defined benefit plans, ensuring compliance with ERISA, DOL, and IRS regulations. The ideal candidate is detail-oriented, technically strong, and capable of managing engagements and mentoring staff. Key Responsibilities • Lead audit engagements for employee benefit plans, including 401(k), 403(b), pension, and health & welfare plans • Plan, execute, and complete audit fieldwork in accordance with GAAP and ERISA requirements • Review audit workpapers, financial statements, and disclosures for accuracy and compliance • Identify audit risks and develop appropriate audit strategies • Evaluate internal controls and recommend improvements • Ensure compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations • Coordinate with clients, third-party administrators, custodians, and actuaries • Prepare and review Form 5500 and related schedules (as applicable) • Supervise, mentor, and review the work of audit staff and seniors • Maintain strong client relationships and provide value-added recommendations • Stay current on regulatory and industry developments affecting employee benefit plans Qualifications • Bachelor's degree in Accounting or related field • CPA license required (or actively pursuing with significant progress) • 3+ years of public accounting experience, with a focus on employee benefit plan audits • Strong knowledge of ERISA, DOL audit requirements, and IRS regulations • Experience auditing defined contribution and defined benefit plans • Familiarity with Form 5500 preparation and review • Strong analytical, organizational, and communication skills • Proficient with computer software packages and platforms including Microsoft Office Suite, ProSystems and CCH. • Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities. • Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to the audit. • Must be able to work additional hours as needed to meet client deliverables. • Must be willing to travel locally to clients when required and have access to a car/public transportation. • Must be able to work in the office a minimum of 3 days per week. Preferred Qualifications • Experience with large plan audits (100+ participants) • Knowledge of SOC 1 reports and reliance strategies • Experience working with multiple TPAs and custodians • Ability to manage multiple engagements and deadlines simultaneously Compensation & Benefits: The compensation for this position ranges from $80,000-$90,000. Actual 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 • Commuter & Parking benefits 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. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas. To all staffing agencies: PKF O'Connor Davies, LLP ("PKFOD") will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD. #LI-NK1 #LI-HYBRID

About PKF O’Connor Davies

PKF O?Connor Davies is a top 30 accounting firm in the United States. The firm offers a wide range of services including accounting, auditing, tax planning and compliance, business consulting, and IT consulting. PKF O?Connor Davies serves clients in a variety of industries including healthcare, construction, real estate, and financial services. The firm was founded in 1891 and has grown rapidly through a combination of organic growth and strategic acquisitions. PKF O?Connor Davies is committed to providing exceptional service to its clients and has a strong reputation for quality and integrity.
Learn more about PKF O’Connor Davies
Size
1,200 employees
Industry
Net Income
$35 million
5 Year Trend
+10%
Revenue
$200 million

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