Audit Senior Manager or Director - Plans

About the Firm

Meaden & Moore is a leading CPA and business consulting firm with a long history of excellence in accounting, tax, forensic, and consulting services.

We are seeking a Senior Manager or Director with deep expertise in qualified retirement plans and a strong track record of business development. In addition to overseeing multiple employee benefit plan audits, this individual will play a key role in expanding client relationships, identifying new engagement opportunities, and driving growth within the practice. You will cultivate direct, trusted relationships with client leadership while developing and leading high‑performing audit teams.

• Lucrative benefits and equity path: comprehensive benefits package and a clear path to equity.
• Turnkey support: backed by a headquarters with more than 100 years of reputation, culture, and infrastructure—while giving you the freedom to grow locally.
• Leadership opportunities: for those committed to results and collaboration.
• Dynamic environment: thrive in a fast‑paced setting with multiple simultaneous projects.

• Key player on Client Services team to handle relationships in benefit audit projects.
• Work on multiple projects for clients relating to the benefit audits being performed.
• Oversight and review of external audit activities to ensure accuracy, completeness, relevance, and timeliness.
• Manage and supervise external Employee Benefit Plan audits in accordance with ERISA and other oversight regulations.
• Work with clients and audit teams to identify and promptly resolve audit and plan‑related issues and make recommendations for operational or internal control improvements.
• Build relationships with clients and engagement teams while working collaboratively to improve the client’s overall financial reporting processes and help them better understand their plan processes and areas of risk.
• Maintain a working knowledge of and research findings regarding employee benefit plan trends and technical issues relevant to benefit plans.
• Effectively manage client project deliverables.
• Contribute to business development efforts and support firm growth initiatives.

• Strong knowledge of ERISA and key plan provisions.
• 10 to 12 years’ experience in the benefits field, with a focus on qualified plans.
• CPA; additional Employee Benefit Plan certifications such as QKA are a plus.
• Exceptional interpersonal skills, attention to detail, and strong organizational and time‑management skills.
• Experience in audits, risk management, and compliance.
• 4‑year degree with a concentration in Accounting.
• Exceptional verbal and written communication skills.
• Working knowledge of Microsoft Office programs (Word, Outlook, PowerPoint).
• Advanced Excel skills.
• Self‑motivated and willing to work in a team environment.
• Demonstrated aptitude in quantitative and qualitative research and analysis, building relationships and leadership, project management, and business development.

We embrace and encourage the differences of our employees, fostering an inclusive culture that values diversity in all its forms.

Base compensation ranges between $168,000–$215,000 for the Denver‑Boulder area and $175,000–$225,000 for the Chicago area, with discretionary year‑end bonuses. We also offer a comprehensive benefits package including medical options, generous PTO, holidays, 401(k) matching, profit sharing, and additional perks.