What are the responsibilities and job description for the EBP Audit Senior Associate position at KSM (Katz, Sapper & Miller)?
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
Act as a liaison between managers and staff associates. Responsibilities include audit planning, audit fieldwork, scheduling, staffing and coordinating engagement workflow. Develop and train staff. Demonstrate the ability to make decisions and build & enhance relationships with clients.
Responsibilities:
- Responsible for managing all phases of audit engagements (from planning to timely wrap-up)
- Supervise staff including providing timely performance feedback to the staff
- Prepare documentation, work papers, financial statements and client communication letters
- Complete initial review of tax returns, as required
- Consult with clients on benefit plan documentation, administrative and operational issues.
- Maintain contact with clients throughout the year, and possess a thorough knowledge of the client and their industry to provide value-added recommendations
- Serve as a mentor & resource for audit staff
Requirements/Qualifications:
- Bachelor’s or Master’s degree in Accounting
- Minimum of two years of experience in public accounting
- Specific experience auditing qualified defined contribution and defined benefit plans including 401(k), 403(b), multi-employer, ESOP and health and welfare plans is a plus
- Familiarity with the various forms associated with employee benefit plans, including Form 5500 is a plus
- Proven ability to consult with clients on benefit plan documentation, administrative and operational issues and/or DOL notices or examinations, plan terminations, plan mergers and acquisitions, etc. is a plus
- Ability to learn & expand knowledge of ERISA and the retirement plan industry
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.
