What are the responsibilities and job description for the Senior Audit Associate - Employee Benefit Plans position at PKF O'Connor Davies?
About PKF O’Connor Davies
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!
We are seeking an experienced Senior Auditor with a strong background in Employee Benefit Plan (EBP) audits to join our audit team. This role will lead and execute audits of defined contribution and defined benefit plans, ensuring compliance with ERISA, DOL, and IRS regulations. The ideal candidate is detail-oriented, technically strong, and capable of managing engagements and mentoring staff.
Key Responsibilities
The compensation for this position ranges from $80,000-$90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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!
We are seeking an experienced Senior Auditor with a strong background in Employee Benefit Plan (EBP) audits to join our audit team. This role will lead and execute audits of defined contribution and defined benefit plans, ensuring compliance with ERISA, DOL, and IRS regulations. The ideal candidate is detail-oriented, technically strong, and capable of managing engagements and mentoring staff.
Key Responsibilities
- Lead audit engagements for employee benefit plans, including 401(k), 403(b), pension, and health & welfare plans
- Plan, execute, and complete audit fieldwork in accordance with GAAP and ERISA requirements
- Review audit workpapers, financial statements, and disclosures for accuracy and compliance
- Identify audit risks and develop appropriate audit strategies
- Evaluate internal controls and recommend improvements
- Ensure compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations
- Coordinate with clients, third-party administrators, custodians, and actuaries
- Prepare and review Form 5500 and related schedules (as applicable)
- Supervise, mentor, and review the work of audit staff and seniors
- Maintain strong client relationships and provide value-added recommendations
- Stay current on regulatory and industry developments affecting employee benefit plans
- Must be able to work in the office a minimum of 3 days per week
- Bachelor’s degree in Accounting from an accredited college/university required
- CPA license required (or actively pursuing with significant progress)
- 3 years of public accounting experience, with a focus on employee benefit plan audits
- Strong knowledge of ERISA, DOL audit requirements, and IRS regulations
- Experience auditing defined contribution and defined benefit plans
- Familiarity with Form 5500 preparation and review
- Strong analytical, organizational, and communication skills
- Proficient with computer software packages and platforms including Microsoft Office Suite, ProSystems and CCH.
- Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities.
- Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to the audit.
- Must be able to work additional hours as needed to meet client deliverables.
- Must be willing to travel locally to clients when required and have access to a car/public transportation.
- Experience with large plan audits (100 participants)
- Knowledge of SOC 1 reports and reliance strategies
- Experience working with multiple TPAs and custodians
- Ability to manage multiple engagements and deadlines simultaneously
The compensation for this position ranges from $80,000-$90,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
- Medical, Dental, and Vision plans
- Basic Life, AD&D, and Voluntary Life Insurance
- 401(k) plan and Profit-Sharing program
- Flexible Spending & Health Saving accounts
- Employee Assistance, Wellness, and Work-life programs
- Commuter & Parking benefits programs
- Inclusive Parental Leave Benefits
- Generous Paid Time Off (PTO)
- Paid Firm Holidays
- Community & Volunteering programs
- Recognition & Rewards programs
- Training & Certification programs
- Discretionary Performance Bonus
- Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
Salary : $80,000 - $90,000