EBP Audit Manager

Job Title:

EBP Audit ManagerJob Location:

North Chicago, IL•

HybridJob Salary:

$135k•$165k

Requirements:

3+ Years of Public Accounting EBP Experience•Employee Benefit Plan (EBP) Audit ManagerPosition OverviewWe 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 ResponsibilitiesAudit Leadership and ExecutionPlan, manage, and perform financial statement audits and ERISA compliance testing for employee benefit plans in accordance with GAAS, ERISA, DOL, and AICPA standardsLead engagements from planning through issuance of audit reports, including risk assessments and audit strategiesReview audit workpapers, financial statements, disclosures, and reports to ensure accuracy, completeness, and complianceTeam Leadership and DevelopmentSupervise, coach, and mentor audit staff and seniors throughout engagementsProvide technical guidance, training, and timely performance feedbackEnsure engagement teams meet quality, deadline, and professional standardsClient and Third-Party CoordinationServe as the primary point of contact for plan sponsors, trustees, recordkeepers, and third-party administratorsCoordinate information requests and resolve audit and compliance issues efficientlyPresent audit findings, required communications, and recommendations to clientsRisk Management and ComplianceEvaluate internal controls and plan operations to identify audit and compliance risksDesign and perform appropriate tests of controls and substantive proceduresCommunicate identified findings, compliance exceptions, and corrective action recommendationsEngagement and Practice ManagementManage engagement budgets, timelines, and staffing requirementsTrack and communicate engagement status, risks, and issues to partners and clientsStay current on

ERISA, DOL

guidance, IRS regulations, GAAP, and auditing standards affecting employee benefit plansSupport business development activities, including proposal assistance and relationship buildingQualificationsRequired QualificationsBachelors degree in Accounting, Finance, or a related fieldCPA license requiredMinimum of five years of experience auditing employee benefit plans, including 401(k) and 403(b) plansProven experience in a senior, in-charge, or manager role leading EBP audit engagementsTechnical and Professional SkillsStrong knowledge of employee benefit plan operations, including eligibility, contributions, vesting, distributions, participant loans, and plan investmentsDeep understanding of ERISA requirements and common audit and compliance issuesExperience managing multiple engagements and delivering high-quality client service within budget and deadline constraintsExcellent analytical, communication, and interpersonal skillsAbility to clearly explain technical matters to clients and stakeholdersAdditional RequirementsProficiency with audit software and Microsoft OfficeExperience with specialized EBP audit tools and 401(k) testing software is a plusStrong organizational skills and attention to detailAbility to work effectively in a fast-paced environmentWillingness to travel to client sites as neededBenefitsVacation/PTOMedicalDentalVision401kBonusRelocationTelecommute