Audit Supervisor

Wegner CPAs•Waukesha, WI

About The Position

Wegner CPAs is seeking an experienced auditor with a focus on employee benefit plan audits and ERISA compliance requirements. The ERISA Auditor will lead and execute high-quality benefit plan audits, support client relationships, and contribute to the continued growth of our assurance practice.

Requirements

Bachelor's degree in Accounting or related field (Master's preferred)
CPA license required (or active progress toward certification)
3+ years of public accounting experience with a strong focus on ERISA/employee benefit plan audits
Proven experience leading ERISA engagements from planning through issuance
Strong understanding of GAAS, ERISA, DOL reporting requirements, and employee benefit plan audit standards
Experience with audit software and paperless workpaper systems
Ability to manage multiple engagements and deadlines, particularly during busy season
Excellent analytical, communication, and client service skills

Nice To Haves

5+ years of employee benefit plan audit experience
Experience reviewing or preparing Form 5500 supplemental schedules
Familiarity with AICPA EBP Audit Quality Center best practices
Experience working directly with plan administrators, custodians, and third-party service providers
Strong attention to detail and audit documentation standards
Ability to identify and resolve audit issues independently
Strong project management and leadership abilities
Professional judgment and a client-first mindset
Collaborative team player with mentoring experience

Responsibilities

Plan, execute, and complete audits of employee benefit plans (401(k), 403(b), pension, health & welfare plans, ESOPs, etc.) in accordance with GAAS, DOL regulations, and ERISA requirements
Perform risk assessments, develop audit strategies, and prepare audit programs tailored to each engagement
Review and test plan eligibility, contributions, distributions, participant data, and compliance with plan documents
Evaluate internal controls and identify compliance gaps, reporting issues, and process improvement opportunities
Prepare and review financial statements, footnotes, and required supplemental schedules for Form 5500 filings
Ensure audit documentation meets firm and regulatory standards
Communicate audit progress, findings, and recommendations to clients clearly and professionally
Supervise and mentor staff accountants and seniors; review workpapers and provide training and coaching
Stay current on evolving ERISA, DOL, and AICPA guidance impacting benefit plan audits
Support firm initiatives including audit quality, process improvement, and client service excellence