Employee Benefit Plan Audit Manager - Job at FORVIS in Houston, TX

General information

Name

Audit - Manager - Employee Benefit Plan

Posting Title

Employee Benefit Plan Audit Manager

Ref #

2232325

Date Published

Monday, April 15, 2024

City

Houston

State

Texas

Country

United States

Job Category

Audit/Assurance

Department

Audit

Office

Houston TX

Advertised Location

US-TX-Houston

Working time

Full Time

Description & Requirements

FORVIS's Employee Benefit Plan Audit team assists our clients with complying with DOL and IRS requirements as well as reporting and disclosure requirements under the Employee Retirement Income Security Act (ERISA). This is a management-level position for someone looking to specialize in accounting, auditing, and compliance-related matters of benefit plans, with potential for career advancement.

How you will contribute:

Working on a variety of benefit plan audits, including defined benefit, 401(k), 403(b), profit-sharing, cash balance, and employee stock ownership plans.
Understanding client service relationships and how to utilize firm resources to provide unmatched client service to existing clients
Using technology tools proficiently in regular assignments and demonstrating a commitment to improving work processes using technology
Recognizing problems and proposing efficient and effective solutions, with an appropriate balance between client needs and the firm's risk
Meeting assigned deadlines or budgets and providing advance warning of any variances
Assisting in managing, developing, and coaching professional staff
Participating in board and audit committee meetings presentations
Building personal referral sources and clientele while actively participating in team marketing opportunities

We are looking for people who have Forward Vision and:

Advanced analytical and reasoning skills
Ability to travel to serve clients
Ability to prioritize and work independently in a fast-paced environment
Highly detail-oriented
Strong initiative, problem-solving, and conflict-resolution abilities
Ability to prioritize work for multiple clients and consistently meet deadlines
Strong communication skills, both written and verbal

Minimum Qualifications:

Bachelor's degree required (Bachelor's degree in accounting preferred); CPA required
5 years or more of relevant experience
Experience managing multiple client engagements simultaneously
Fluency in Microsoft Office applications including Excel, Outlook as well as Adobe and other programs

Preferred Qualifications:

Previous experience in a public accounting firm or employee benefit plan experience (i.e. record-keeping, administration, etc.)

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