What are the responsibilities and job description for the Senior Employee Benefit Plan Auditor (Taft Hartley / Multiemployer) position at Baratz & Associates, P.A.?
SENIOR ACCOUNTANT – AUDIT
Employee Benefit Plan Audits (Taft‑Hartley / Multiemployer)
About Baratz & Associates, P.A.
Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide our clients with reliable and accurate tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. Boasting client relationships spanning decades, B&A’s personalized attention, and their extraordinary knowledge of the most up-to-date financial requirements and tax provisions, puts us in a position to serve as true partners with our clients, working with them to enhance and profitably grow our business. Working at B&A will allow you to gain hands on experience to jumpstart your career. Please visit our website www.baratzcpa.com to learn more about the firm, our services, and our capabilities.
We are seeking someone who wants to excel in providing services to our clients, who wants to learn and to take on responsibility. You will work directly with our clients, partners, managers, and staff who also want to work with you.
About the Role
The Senior Accountant – Audit will play a key role in leading Taft‑Hartley and multiemployer employee benefit plan audits, managing day‑to‑day engagement execution, and mentoring staff. This position requires prior experience in employee benefit plan audits and the ability to work independently while collaborating with engagement leadership.
Responsibilities
Employee Benefit Plan Audits (Taft‑Hartley / Multiemployer)
About Baratz & Associates, P.A.
Baratz & Associates, P.A. (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide our clients with reliable and accurate tax consulting, audit and accounting services, management advisory services, estate planning and business succession planning. Boasting client relationships spanning decades, B&A’s personalized attention, and their extraordinary knowledge of the most up-to-date financial requirements and tax provisions, puts us in a position to serve as true partners with our clients, working with them to enhance and profitably grow our business. Working at B&A will allow you to gain hands on experience to jumpstart your career. Please visit our website www.baratzcpa.com to learn more about the firm, our services, and our capabilities.
We are seeking someone who wants to excel in providing services to our clients, who wants to learn and to take on responsibility. You will work directly with our clients, partners, managers, and staff who also want to work with you.
About the Role
The Senior Accountant – Audit will play a key role in leading Taft‑Hartley and multiemployer employee benefit plan audits, managing day‑to‑day engagement execution, and mentoring staff. This position requires prior experience in employee benefit plan audits and the ability to work independently while collaborating with engagement leadership.
Responsibilities
- Manage the day‑to‑day execution of employee benefit plan audit engagements, including Taft‑Hartley and multiemployer plans.
- Perform and oversee all phases of the audit, including planning, fieldwork, and completion.
- Independently perform risk assessments and design appropriate audit procedures.
- Review staff workpapers and provide coaching and feedback.
- Ensure compliance with GAAP, GAAS, ERISA, and DOL reporting requirements.
- Identify and communicate audit issues, efficiencies, and process improvements to Managers and Partners.
- Serve as a primary point of contact for client inquiries during fieldwork.
- Prepare and review financial statements and related disclosures.
- Assist with staff training and development.
- Bachelor’s degree in Accounting.
- CPA license preferred; CPA‑eligible candidates actively pursuing licensure considered.
- 3–5 years of public accounting audit experience.
- Direct experience auditing Taft‑Hartley and multiemployer employee benefit plans required.
- Strong working knowledge of GAAP, GAAS, and ERISA.
- Proficiency with audit software, Microsoft Office, and QuickBooks.
- Strong communication, leadership, and organizational skills.
- Ability to manage multiple engagements and meet deadlines.
- Willingness to travel locally.