Pay: $90000.00 - $110000.00 per year
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 role
Location
- 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 USA1
Note
- 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 now
About 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 practice
Qualifications
- 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 area
Why Youll 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 churn
JPC-506
Job Type: Full-time
Benefits:
- Dental insurance
- Life insurance
- Paid time off
- Vision insurance
Requirements: Must have CPA license. Must have 5 yrs audit exp. Exp must have focus on 401k and ERISA Plans. Relocation- no. Packages - no Hard no
Submissions Name /
Quick Recruiter Reference (Internal Summary)
Fishers IN CPA firm is building out a dedicated 401(k)/ERISA audit practice. ERISA Audit Manager (or strong Senior Auditor) will lead plan audits serve as the internal ERISA expert and support business development. On-site role in Fishers with early 2026 start targeted but interviewing now.
Recruiters Submission: To submit cancel - ERISA Audit Manager Lead 401(k) Audit Practice - Long & Associates P.C. - JPC 506 - Source
**New Job Order Alert**
Client job title: ERISA Audit Manager Lead 401(k) Audit Practice
Location: Fishers IN
On-site hybrid remote: Hybrid
Experience: 5
Good fit job titles/keywords for candidates: ERISA Audit Manager 401k Audit Manager Employee Benefit Plan Auditor Senior ERISA Auditor Benefit Plan Audit CPA Retirement Plan Auditor EBPA
# of hires needed: 1
Open or not to recruiters on TE: YES
Pay: $90000.00 - $110000.00 per year Why This Is a Great Opportunity Take ownership of a growing 401(k) and ERISA audit practiceBecome the go-to subject matter expert on retirement plan audits for the firmWork closely with wealth management partners on integrated client solutionsBuild a niche practi...
Pay: $90000.00 - $110000.00 per year
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 role
Location
- 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 USA1
Note
- 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 now
About 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 practice
Qualifications
- 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 area
Why Youll 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 churn
JPC-506
Job Type: Full-time
Benefits:
- Dental insurance
- Life insurance
- Paid time off
- Vision insurance
Requirements: Must have CPA license. Must have 5 yrs audit exp. Exp must have focus on 401k and ERISA Plans. Relocation- no. Packages - no Hard no
Submissions Name /
Quick Recruiter Reference (Internal Summary)
Fishers IN CPA firm is building out a dedicated 401(k)/ERISA audit practice. ERISA Audit Manager (or strong Senior Auditor) will lead plan audits serve as the internal ERISA expert and support business development. On-site role in Fishers with early 2026 start targeted but interviewing now.
Recruiters Submission: To submit cancel - ERISA Audit Manager Lead 401(k) Audit Practice - Long & Associates P.C. - JPC 506 - Source
**New Job Order Alert**
Client job title: ERISA Audit Manager Lead 401(k) Audit Practice
Location: Fishers IN
On-site hybrid remote: Hybrid
Experience: 5
Good fit job titles/keywords for candidates: ERISA Audit Manager 401k Audit Manager Employee Benefit Plan Auditor Senior ERISA Auditor Benefit Plan Audit CPA Retirement Plan Auditor EBPA
# of hires needed: 1
Open or not to recruiters on TE: YES
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