ERISA Audit Manager

Be among the first 25 applicants.

Compensation: $90,000.00 – $ per year.

• Take ownership of a growing 401(k) and ERISA audit practice.
• Become the go‑to subject matter expert on retirement plan audits for the firm.
• Work closely with wealth management partners on integrated client solutions.
• Build a niche practice with strong long‑term demand and high client stickiness.
• Early 2026 start target, giving room for a thoughtful transition from your current role.

• On‑site in Fishers, IN for collaboration with partners and audit team.
• Standard business hours with some flexibility once established in the role.
• Part of the greater Indianapolis metro, with strong professional and family amenities.

Our client is a dynamic CPA firm in Fishers, IN that is expanding its 401(k) audit and ERISA compliance practice. The firm is integrated with wealth management and insurance partners, which creates a steady pipeline of retirement plan audit work. They offer a collaborative, entrepreneurial environment with room to grow and shape the direction of the audit service line.

• Lead and review 401(k) and other ERISA plan audits in accordance with ERISA, GAAP, and relevant AICPA standards.
• Develop and execute audit plans, testing procedures, and documentation for defined contribution plans.
• Manage client relationships, fieldwork, and deliverables across multiple concurrent engagements.
• Coordinate with internal teams and wealth management partners to ensure cohesive client service.
• Identify opportunities to expand the retirement plan audit client base and participate in business development efforts.
• Serve as the internal subject matter expert on ERISA and plan audit requirements.
• Help build out methodology, templates, and best practices for the ERISA audit practice.

• Active CPA license.
• 5+ years of audit experience with a strong focus on 401(k) and ERISA plan audits.
• Proven track record managing audits from planning through completion.
• Strong understanding of ERISA, DOL rules, and GAAP as applied to benefit plan audits.
• Comfortable interfacing with clients, third‑party administrators, and internal stakeholders.
• Based in or willing to relocate to the Indianapolis metro area.

• Opportunity to own and lead a specialized practice area with high visibility.
• Close collaboration with wealth and retirement advisory partners on complex client needs.
• Entrepreneurial environment where you can help set standards and grow a niche line of business.
• Competitive base compensation with performance‑based upside.
• Supportive leadership that values long‑term relationships and quality over churn.
• Dental insurance.
• Life insurance.
• Paid time off.
• Vision insurance.