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Audit Manager - Employee Benefit Plans

Posted about 2 months agoViewed

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💎 Seniority level: Manager, 5 years

📍 Location: United States

🔍 Industry: Accounting and finance consulting

🏢 Company: Beech Valley Solutions👥 11-50AccountingFinancial ServicesFreelanceRecruiting

🗣️ Languages: English

⏳ Experience: 5 years

🪄 Skills: LeadershipGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeMentoringNegotiationAccountingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communication

Requirements:
  • Public accounting experience within the past five years.
  • Experience working with Employee Benefit Plans (EBPs).
  • BA/BS in Business with an emphasis in Accounting.
  • CPA required.
  • Strong verbal and written communication skills.
  • Strong interpersonal, supervisory, and customer service skills required.
Responsibilities:
  • Audit defined contribution pension plans, defined benefit pension plans, and health and welfare plans.
  • Assist with wrap-up and review after audit fieldwork to include finalizing work papers and checklists, primarily on EBP audits.
  • Draft client reports/financials and related management and Board letters, and all related reporting procedures.
  • Report audit findings to stakeholders.
  • Train and develop other staff members.
  • Maintain an excellent working relationship with clients and team members.
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