Benefit Plan Auditor | Assurance Department (Madison Office)

POSITION MISSION

Under general direction, the Benefit Plan Auditor is responsible for coordinating and performing superior benefit plan audit work resulting in a high level of client satisfaction.

PRIMARY DUTIES AND RESPONSIBILITIES

Examine the administration of audited client benefit plan by:

• Identify fiduciary responsibility
• Analyzing controls over plan operation processes including eligibility determination procedures
• Analyzing contributions, investments and benefit payments and expenses
• Preparing financial statements and management communication letters, etc.
• Preparing advanced financial statements such as complex supplementary schedules, footnote disclosures, etc.

Supervision of the engagement budget

Coordinate timing and performance of the engagement procedures

Develop professional relationships and networking with client personnel, potential clients, and other CPAs

Prepare informative management letters and other communications with clients

Performs miscellaneous job-related duties as assigned

SUPERVISORY RESPONSIBILITY

Provide direction to engagement staff and serve as a mentor.

REQUIRED EDUCATION

Bachelor’s degree in Accounting.

REQUIRED SKILLS AND EXPERIENCE

1. Minimum of two (2) years audit experience required

2. Experience working in the benefit plan audit sector is required

3. Ability to interact with clients, prospects, all levels of staff, and colleagues in a professional fashion

4. Experience providing thorough analyses and sound accounting advice

5. Ability to perform analytical and detailed work with numerical data and making computations rapidly and accurately

6. Experience working independently from general instructions

7. Ability to clearly and concisely, orally and in writing

8. Demonstrated ability to provide excellent customer service

9. Demonstrated knowledge of GAAP

10. Demonstrated effective teamwork and leadership skills

11. Possess excellent written and verbal communication skills

12. Demonstrated efficiency in completing multiple projects within limited time budgets

13. Previous experience working in a public accounting firm desirable

CERTIFICATIONS REQUIRED

CPA or CPA in progress preferred.

PUBLIC CONTACT

Extensive work interacting both by phone and face to face with clients and staff.

WORKING CONDITIONS

Work is performed in a typical interior/office work environment-very limited exposure to physical risk. Equipment used: computer, fax machine, telephone, copier and scanner.

PHYSICAL DEMANDS

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients and staff.

WORK HOURS

Typical business hours are Monday through Friday, 8:00am-5:00pm. Additional work hours will be expected during periods of increased workloads.

Wegner LLP is an Equal Opportunity Employer.

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