What are the responsibilities and job description for the Assurance Manager, Employee Benefit Plan Practice position at Geffen Mesher?
Description
Assurance Manager, Employee Benefit Plan Practice
Portland, OR
Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Data and Analytics, Litigation Support, Family Office, and full-service Tax planning, spanning several industries.
We are seeking an Assurance Manager with experience auditing employee benefit plans to join our team. As a manager, you are able to supervise the people you support and the client engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in auditing 401(k) and defined benefit plans. You’ll help business leaders effectively operate their benefit plans, go beyond the numbers, and develop relationships with clients while adding value and making a difference.
Requirements
What you’ll be doing
Shameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Professional Services Companies The Portland Business Journal.
Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.
We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women’s Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).
We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.
Did you say “busy season”? While this is is public accounting, you can expect a solid year-round workload without the extra hours during traditional busy seasons. We will keep you motivated, energized, and engaged.
Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We’ll cover 80-100% of your individual monthly medical premium costs and provide paid parental leave. Generous PTO and paid holidays come with the gig as well!
Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.
To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.
Assurance Manager, Employee Benefit Plan Practice
Portland, OR
Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Data and Analytics, Litigation Support, Family Office, and full-service Tax planning, spanning several industries.
We are seeking an Assurance Manager with experience auditing employee benefit plans to join our team. As a manager, you are able to supervise the people you support and the client engagements you own. You can juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in auditing 401(k) and defined benefit plans. You’ll help business leaders effectively operate their benefit plans, go beyond the numbers, and develop relationships with clients while adding value and making a difference.
Requirements
What you’ll be doing
- Manage, direct, and monitor client services on multiple engagements; plan, execute, direct, and complete audit services and manage to budget
- Develop and maintain quality client relationships. Maintain active client and team communications to manage expectations, ensure satisfaction, and meet deadlines. Comfortable with in person interactions and quick to pick up the phone to keep projects moving and build rapport with clients.
- Perform reviews of reports and other client deliverables to ensure the highest quality, while balancing firm risk and compliance with appropriate professional standards
- Ability to manage multiple engagements and competing priorities in a results-oriented team environment
- Manage, develop, train and mentor staff on projects and assess performance for engagement and annual evaluations.
- Utilize strong analytical, technical, and auditing skills while demonstrating proficiency in US GAAP and GAAS rules and standards as well as knowledge of US Department of Labor rules and regulations
- Work with team members to share knowledge and contribute effectively to complete tasks and develop ideas and improve processes across organizational boundaries.
- Adhere to the core values and standards of the organization.
- Help grow a strong and well-respected specialty practice known for quality and value-added client service.
- Bachelor’s degree in business, accounting or a similar discipline.
- Five plus years recent experience in public accounting auditing employee benefit plans.
- Strong knowledge of 401(k) plan operations and US Department of labor rules and regulations.
- Demonstrated supervisory experience in public accounting.
- CPA certification highly preferred.
- Tech-savvy preferred with demonstrated flexibility and comfort adapting to new software
- Strong verbal and written communication skills.
- Desire to participate in networking and business development activities
Shameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Professional Services Companies The Portland Business Journal.
Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.
We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women’s Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).
We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.
Did you say “busy season”? While this is is public accounting, you can expect a solid year-round workload without the extra hours during traditional busy seasons. We will keep you motivated, energized, and engaged.
Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We’ll cover 80-100% of your individual monthly medical premium costs and provide paid parental leave. Generous PTO and paid holidays come with the gig as well!
Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.
To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.
