Director, Plans

Job Category: Audit - Employee Benefit Plans

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact.

We are also committed to supporting work-life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

PKF O’Connor Davies is seeking an experienced Employee Benefit Plan Audit Director to provide leadership within our Employee Benefit Plan (EBP) Audit practice. The Director will oversee a portfolio of employee benefit plan audit engagements, serve as a technical and client relationship resource, develop and mentor professionals, and work closely with Partners on the continued growth and strategic direction of the practice.

• Lead and oversee a portfolio of employee benefit plan audit engagements, including 401(k), 403(b), defined benefit, profit-sharing and other retirement and welfare benefit plans.
• Provide overall engagement leadership from planning through completion, ensuring engagements are performed efficiently and in accordance with applicable professional standards.
• Review complex audit work papers, financial statements and related reporting and resolve significant accounting, auditing and compliance matters.
• Serve as a technical resource on employee benefit plan matters, including ERISA, Department of Labor (DOL), IRS, U.S. GAAP and applicable auditing standards.
• Advise clients on complex employee benefit plan audit and compliance matters and communicate recommendations to senior management and plan fiduciaries.
• Develop and maintain strong relationships with clients, plan sponsors, third-party administrators, recordkeepers and other industry professionals.
• Manage engagement economics, including staffing, budgets, realization, scheduling and overall profitability.
• Provide leadership, coaching and career development to Managers, Supervisors, Seniors and Associates within the practice.
• Participate in recruiting, training, performance management and staff development initiatives.
• Collaborate with Partners and other firm leaders on quality control, risk management and practice management matters.
• Identify opportunities to expand existing client relationships and participate in business development and new client initiatives.
• Represent the firm through industry organizations, professional networking, presentations and other marketplace activities.
• Remain current on regulatory, accounting and auditing developments affecting employee benefit plans and communicate relevant changes to clients and team members.
• Assist Partners with the strategic growth and continued development of the Employee Benefit Plan Audit practice.

• Bachelor’s degree…