Senior Audit Associate - Employee Benefit Plans

About PKF O’Connor DaviesPKF 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 ResponsibilitiesLead audit engagements for employee benefit plans, including 401(k), 403(b), pension, and health & welfare plansPlan, execute, and complete audit fieldwork in accordance with GAAP and ERISA requirementsReview audit workpapers, financial statements, and disclosures for accuracy and complianceIdentify audit risks and develop appropriate audit strategiesEvaluate internal controls and recommend improvementsEnsure compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulationsCoordinate with clients, third-party administrators, custodians, and actuariesPrepare and review Form 5500 and related schedules (as applicable)Supervise, mentor, and review the work of audit staff and seniorsMaintain strong client relationships and provide value-added recommendationsStay current on regulatory and industry developments affecting employee benefit plansQualificationsMust be able to work in the office a minimum of 3 days per weekBachelor’s degree in Accounting from an accredited college/university requiredCPA license required (or actively pursuing with significant progress)3+ years of public accounting experience, with a focus on employee benefit plan auditsStrong knowledge of ERISA, DOL audit requirements, and IRS regulationsExperience auditing defined contribution and defined benefit plansFamiliarity with Form 5500 preparation and reviewStrong analytical, organizational, and communication skillsProficient 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. Preferred QualificationsExperience with large plan audits (100+ participants)Knowledge of SOC 1 reports and reliance strategiesExperience working with multiple TPAs and custodiansAbility to manage multiple engagements and deadlines simultaneouslyCompensation & Benefits: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 plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life programsCommuter & Parking benefits programsInclusive Parental Leave BenefitsGenerous Paid Time Off (PTO)Paid Firm HolidaysCommunity & Volunteering programsRecognition & Rewards programsTraining & Certification programsDiscretionary Performance BonusEligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.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.