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Employee Benefit Plan ASD Senior or Manager

We are seeking an experienced and detail-oriented Public Accounting Audit Senior or Manager with specialized expertise in Employee Benefit Planning to join our Cleveland team. This role is crucial in providing high-quality audit and advisory services to our diverse middle market client base, particularly focusing on employee benefit plans.

Key Responsibilities:
  1. Audit Planning and Execution:
    • Lead and manage audit engagements, including planning, execution, and completion phases
    • Develop detailed audit plans, timelines, and resource allocations
    • Conduct risk assessments and determine the scope of audits
  2. Employee Benefit Plan Audits:
    • Specialize in auditing employee benefit plans, including 401(k) plans, pension plans, and health and welfare plans
    • Ensure compliance with ERISA, IRS, and DOL regulations
    • Prepare and review Form 5500 and related schedules
  3. Client Interaction and Advisory:
    • Serve as the primary contact for clients, providing expert guidance on accounting and regulatory issues related to employee benefit plans
    • Present audit findings and recommendations to clients and management
    • Assist clients in implementing audit recommendations and improving internal controls
  4. Team Leadership and Development:
    • Supervise, train, and mentor junior staff and audit associates
    • Review workpapers, audit reports, and financial statements prepared by the audit team
    • Foster a collaborative and supportive team environment
  5. Technical Expertise and Continuous Improvement:
    • Stay updated on industry trends, regulatory changes, and best practices in auditing and employee benefit planning
    • Participate in professional development opportunities and obtain relevant certifications
    • Contribute to the development and enhancement of audit methodologies and tools
Qualifications:
  • Education and Certification:
    • Bachelor’s degree in accounting, Finance, or a related field
    • CPA certification is required
    • Additional certifications such as CEBS (Certified Employee Benefit Specialist) are a plus
  • Experience:
    • Minimum of 3-5 years of experience in public accounting, with a focus on auditing
    • Proven experience in auditing employee benefit plans
  • Skills:
    • Strong understanding of GAAP, GAAS, ERISA, IRS, and DOL regulations
    • Excellent analytical, organizational, and project management skills
    • Proficient in using audit software and Microsoft Office Suite
    • Exceptional communication and interpersonal skills
Working Conditions:
  • Full-time position with some travel to client sites
  • Occasional extended hours during peak audit periods
Benefits:
  • Competitive salary and performance-based bonuses
  • Comprehensive health, dental, and vision insurance plans
  • 401(k) plan with employer match
  • Paid time off and holiday leave
  • Professional development and continuing education support