Audit Senior Associate | Employee Benefit Plans

Essential Functions and Primary Duties

• Complete all aspects of Employee Benefit Plan audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required.
• Demonstrate understanding of the client’s business including analysis and planning of client engagements.
• Cultivate strong working relationships with clients.
• Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process.
• Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs.
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
• Review associates’ auditing work: provide constructive review points
• Supervise associates on engagements
• Train and mentor associate staff
• May be involved in the client billing process by assisting Managers or Directors
• Develop specialty knowledge of applicable ERISA regulations and audit standards, attend industry training as assigned
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field
• Experience supervising employee benefit plan audits
• CPA candidate

Minimum Qualifications

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
• 2 years of experience in public accounting or related field
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs