EBP Audit Manager - CPA Firm

Position: EBP Audit Manager - Growing CPA Firm
Job Title: EBP Audit Manager

Job Location: North Chicago, IL - Hybrid
Job Salary: $135k - $165k
Requirements: 3+ Years of Public Accounting EBP Experience

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Employee Benefit Plan (EBP) Audit Manager

Position Overview
We are seeking an experienced Employee Benefit Plan (EBP) Audit Manager to lead and manage audits of ERISA-regulated retirement plans, including 401(k) and 403(b) plans. This role is responsible for the overall planning, execution, and delivery of high-quality employee benefit plan audit and attestation engagements. The EBP Audit Manager will serve as a primary client contact, ensure compliance with applicable regulations and professional standards, mentor audit staff, and support the growth of the employee benefit plan practice.

Key Responsibilities

Audit Leadership and Execution

• Plan, manage, and perform financial statement audits and ERISA compliance testing for employee benefit plans in accordance with GAAS, ERISA, DOL, and AICPA standards
• Lead engagements from planning through issuance of audit reports, including risk assessments and audit strategies
• Review audit work papers, financial statements, disclosures, and reports to ensure accuracy, completeness, and compliance

Team Leadership and Development

• Supervise, coach, and mentor audit staff and seniors throughout engagements
• Provide technical guidance, training, and timely performance feedback
• Ensure engagement teams meet quality, deadline, and professional standards

Client and Third-Party Coordination

• Serve as the primary point of contact for plan sponsors, trustees, recordkeepers, and third-party administrators
• Coordinate information requests and resolve audit and compliance issues efficiently
• Present audit findings, required communications, and recommendations to clients

Risk Management and Compliance

• Evaluate internal controls and plan operations to identify audit and compliance risks
• Design and perform appropriate tests of controls and substantive procedures
• Communicate identified findings, compliance exceptions, and corrective action recommendations

Engagement and Practice Management

• Manage engagement budgets, timelines, and staffing requirements
• Track and communicate engagement status, risks, and issues to partners and clients
• Stay current on ERISA, DOL guidance, IRS regulations, GAAP, and auditing standards affecting employee benefit plans
• Support business development activities, including proposal assistance and relationship building

Qualifications

Required Qualifications

• Bachelors degree in Accounting, Finance, or a related field
• CPA license required
• Minimum of five years of experience auditing employee benefit plans, including 401(k) and 403(b) plans
• Proven experience in a senior, in-charge, or manager role leading EBP audit engagements

Technical and Professional Skills

• Strong knowledge of employee benefit plan operations, including eligibility, contributions, vesting, distributions, participant loans, and plan investments
• Deep understanding of ERISA requirements and common audit and compliance issues
• Experience managing multiple engagements and delivering high-quality client service within budget and deadline constraints
• Excellent analytical, communication, and interpersonal skills
• Ability to clearly explain technical matters to clients and stakeholders

Additional Requirements

• Proficiency with audit software and Microsoft Office
• Experience with specialized EBP audit tools and 401(k) testing software is a plus
• Strong organizational skills and attention to detail
• Ability to work effectively in a fast-paced environment
• Willingness to travel to client sites as needed

Benefits

Vacation/PTO

Medical

Dental

Vision

401k

Bonus

Relocation

Telecommute