ERISA Audit Manager – Lead 401(k) Audit Practice
Client Staffing Solutions
Pay: $90,000.00 - $110,000.00 per year
Job description:
Why This Is a Great Opportunity
Take ownership of a growing 401(k) and ERISA audit practice Become the go-to subject matter expert on retirement plan audits for the firm Work closely with wealth management partners on integrated client solutions Build a niche practice with strong long-term demand and high client stickiness Early 2026 start target, giving room for a thoughtful transition from your current roleLocation
On-site in Fishers, IN for collaboration with partners and audit team Standard business hours with some flexibility once established in the role Part of the greater Indianapolis metro, with strong professional and family amenitiesData USA+1Note
Active CPA and significant 401(k)/ERISA audit experience are must-haves Must be able to work primarily on site in Fishers, IN Role is targeted for early 2026 (February/March), but the firm is ready to interview nowAbout Our Client Our client is a dynamic CPA firm in Fishers, IN that is expanding its 401(k) audit and ERISA compliance practice. The firm is integrated with wealth management and insurance partners, which creates a steady pipeline of retirement plan audit work. They offer a collaborative, entrepreneurial environment with room to grow and shape the direction of the audit service line.Job Description
Lead and review 401(k) and other ERISA plan audits in accordance with ERISA, GAAP, and relevant AICPA standards Develop and execute audit plans, testing procedures, and documentation for defined contribution plans Manage client relationships, fieldwork, and deliverables across multiple concurrent engagements Coordinate with internal teams and wealth management partners to ensure cohesive client service Identify opportunities to expand the retirement plan audit client base and participate in business development efforts Serve as the internal subject matter expert on ERISA and plan audit requirements Help build out methodology, templates, and best practices for the ERISA audit practiceQualifications
Active CPA license 5+ years of audit experience with a strong focus on 401(k) and ERISA plan audits Proven track record managing audits from planning through completion Strong understanding of ERISA, DOL rules, and GAAP as applied to benefit plan audits Comfortable interfacing with clients, third-party administrators, and internal stakeholders Based in or willing to relocate to the Indianapolis metro areaWhy You’ll Love Working Here
Opportunity to own and lead a specialized practice area with high visibility Close collaboration with wealth and retirement advisory partners on complex client needs Entrepreneurial environment where you can help set standards and grow a niche line of business Competitive base compensation with performance-based upside Supportive leadership that values long-term relationships and quality over churnJPC-506
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Job Type: Full-time
Benefits:
Dental insurance Life insurance Paid time off Vision insurance
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