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Supervisor – Employee Benefit Plan Auditor

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Belfint Lyons & Shuman, P.A

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Location:
United States

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

At BLS, we pride ourselves on providing high-quality financial services with a focus on supporting our clients’ unique needs. We are currently seeking an experienced Employee Benefit Plan Accountant to join our growing team. This position offers the opportunity to work with a dynamic group of professionals in an engaging and fast-paced environment.

Job Responsibility:

  • Assist in the preparation and review of financial statements of employee benefit plans (including defined contribution (401(k), 403(b), etc.), defined benefit, and health & welfare plans)
  • Assist in the preparation of Form 5500 and related filings
  • Manage the audits of employee benefit plans and coordinate with clients and their service providers
  • Ensure compliance with ERISA regulations and other applicable laws
  • Perform related testing procedures including reconciliation of reports, analysis of certifications and trust reports, sample selection procedures, participant data, contribution, distribution, and participant loans
  • Write comments on issues found and general recommendations of process improvements to clients at the end of the audit
  • Communicate with clients, auditors, and other stakeholders to resolve any financial issues during the audit
  • Maintain accurate records and files for all benefit plan-related activities

Requirements:

  • Bachelor’s degree in Accounting, Finance, or related field
  • 4-7 years of experience in employee benefit plan accounting or auditing
  • Knowledge of applicable accounting and auditing standards and compliance requirements of the Employee Retirement Income Security Act and the Internal Revenue Code over retirement plans
  • Strong attention to detail and analytical skills
  • Proficiency in Microsoft Office Suite (Excel, Word, etc.) and Engagement Accounting software
  • Excellent communication skills, both written and verbal
  • Ability to work independently and as part of a team

Nice to have:

  • CPA designation (or progress toward obtaining CPA)
  • Experience with retirement plan auditing and related compliance requirements
  • Familiarity with auditing and accounting standards, specifically related to benefit plan audits
What we offer:
  • Flexible hours
  • competitive salary
  • generous signing bonuses
  • excellent benefits
  • state-of-the-art technology
  • continued training
  • opportunities for growth
  • diverse workload

Additional Information:

Job Posted:
December 24, 2025

Work Type:
On-site work
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