General information

Employee Benefit Plan Audit Manager
Ref #
Date Published
Tuesday, May 31, 2022
Oakbrook Terrace
United States
Job Category
Advertised Location
Chicago, Chicago Downtown
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 propose 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 and 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
  •  A minimum of 7 years of
  • relevant experience
  • relevant experience 
  • Experience managing multiple client engagements simultaneously 
  •  Fluency in Microsoft Office applications including Excel, Outlook,
  • and Word
  • Strong computer skills and comfort with various computer
  • applications, including Windows, Adobe, Internet applications, and others



Preferred Qualifications: 

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