A/R FIELD AUDITOR

Laborers Funds Administrative Office of Northern California Inc•Pleasanton, CA

36d•$70,304 - $91,489•Onsite

About The Position

The Laborers Funds Administrative Office of Northern California, Inc. is a not-for-profit corporation, established in 1963, which provides administrative services under contractual arrangements for the Northern Laborers Trust Funds. As a Field Auditor, you will be responsible for performing employer payroll audits associated with employer contributions of a Taft-Hartley Trust Fund Administrative Office, incorporated to self-administer union negotiated fringe benefit packages of construction unions. This embodies receivables from individual Trusts Funds such as: Pension; Health/Welfare; Vacation; Training; and sundry other industry funds to be collected in behalf of union member beneficiary participants. All audits are required to be performed at work sites away from the Trust Funds Administrative Office. Performs other duties as assigned.

Requirements

Strong knowledge of Collective Bargaining Agreements experience required
Knowledge of Employer Agreements required
Bookkeeping of Finance experience over 3 years.
Familiar with DIR and LMRA standards.
Knowledge of Insight and Microsoft Office programs
Negotiation skills experience required
Professional communication and presentation skills
High language and reasoning skills
Intermediate mathematical skills
Strong interpersonal skills in working with employees, members and other departments to achieve desired outcome that is agreeable to all parties.
Strong negotiation and communication skills with the ability to be assertive while maintaining a professional manner.
Detail oriented with attention to accuracy.
Ability to multi-task, prioritize and meet deadlines.
Strong analytical skills with the ability to resolve problems by gathering necessary information in order to make an effective resolution.
Accountable for own performance.
Self- motivated
Initiative in developing effective ways to improve company functions.
Discretion with ability to maintain confidentiality.

Nice To Haves

Strong legal knowledge, experience, and skills preferred
B.A. degree in Accounting, Auditing or Finance preferred

Responsibilities

Performs payroll audits on employer records to determine accuracy of reported hours.
Schedules audit dates with employers and performs the following preparations: Creates audit workbooks by downloading Contribution History from software systems, reviews Employer Agreement, reviews Employer/Audit history prior to audit, logs all communication with employers, keeps all files updated, organizes all folders and emails and other communications, downloads all necessary documentation to both the Citrix and working laptop.
Receives referred accounts, verifies phone and addresses.
Returns file timely if unable to schedule and logs time and dates of attempts made.
Requests attorney letter for pre-injunction if additional attempts unsuccessful.
Performing the audit requires: Verifying payroll by comparing W2/W3 to payroll totals and performing a similar testing with DE-9/941 to W-2/W3, using WMC records to determine classification of all employees, further investigation may be necessary to determine whether employees are clerical or blue collared workers. / wage to compare to Payroll summaries if possible, hours worked are compared with Trust Fund reports against payroll records to determine correct hours reported, discrepancies such as not reporting overtime, other shortages in hours reported, or over reporting should be noted on form 5029, listing comments in the coversheets to provide an explanation of the discrepancies, testing amounts reported as owing on contribution reports on employees other than the crafts for whom audit is being conducted (i.e. non-union Laborers), counting the W-2s and verifying to W-3s for the year which shows the number of W-2's summited to employees and the federal government, determining that the total gross wages per W-3 equals the total of the four's DE-9's, conducting an ID Test by selecting a random quarter each year of different employees and identifying what category the employees fall under, while attempting to locate day laborers/nonunion Laborer, including on form 5029, employees’ personal data using the W-2 forms as a reference.
Records information concerning audit details.
Summarizes the audit deficiency, noting that all the payroll records needed have been audited and not just the union portion.
Completes the employer questionnaire which includes a brief write up regarding the audit then transmits the audit file, saving all documents in an audit folder under the employer’s name.
Attends civil trials and depositions when required.
Returns all phone calls and emails within 24 hours and builds a positive rapport with the employer.
Assumes Field Collector duties when required.
Abides by all safety and security rules set forth by the company and regulatory agencies.
Performs all other duties and responsibilities assigned by the Fund Manager or its designated representative.