Senior Audit Associate-(EBP)

PKF O'Connor Davies•Town/Village of Harrison, NY

9h•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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

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