Audit Manager
at Summit CPA Group
Accounting & FinanceFull TimeUSA
Our 401(k) Auditors are problem solvers. They are responsible for completing an audit from beginning to end and will complete 20-25 401(k) audits a year, mostly from May through October. This role is client-facing and requires the 401(k) Auditor to be able to adapt to different personalities and to communicate not just with the client, but also the clients’ (potentially multiple) providers.Our expectations of our 401(k) Auditors
  • Working knowledge of Excel
  • Completing of planning activities including risk assessment and test plan preparation
  • Corresponding with client and TPA for information and questions as needed
  • Drafting audit report and related schedules
  • Preparing various work papers and schedules as needed
  • Managing multiple priorities and audits (time management is critical)
  • Helping with business (and personal) tax returns during tax season; not to exceed 40 hours/week during this time; no prior experience required
  • Works well under pressure
  • 2080-hour work year (40 hours per week * 52 weeks) can be done in any manner; typically, more time required during audit season of May through October
Some examples of the kinds of skills and traits required to fulfill your responsibilities include.
  • Being a great communicator.
  • Having strong interaction audit skills.
  • Attention to detail.
  • Proficiency with Excel and Word.
  • Excellent analytic skills & documentation.
  • A desire to work with a distributed team.
  • A desire to help build and improve Summit CPA Group’s audit team and processes.
  • A desire to help craft and improve Summit CPA Group’s brand.
  • A desire to communicate and teach others about auditing, tax, and employee benefit plan requirements (e.g. writing blog posts, speaking at events).
  • A love of learning!
  • An active sense of humor.
We’ve already seen these skills in you, and our goal is to empower you to further those skills as you work with Summit CPA Group!Your core job duties are as follows:
  • Prepare eligibility testing for 401(k) audits.
  • Prepare deferral testing for 401(k) audits.
  • Prepare various correspondence for clients.
  • Prepare distribution/loan/fee testing.
  • Assist with planning for audits.
  • Correspond with client and TPA for information and questions as needed.
  • Drafting audit report and related schedules.
  • Prepare various work papers and schedules as needed.
  • Internal and External Client Support
  • During the non-audit season, job responsibilities may include helping out the tax department, accounting department and different job skills.
  • Working in a world-class distributed / remote team environment
  • Flexible schedule, can work around family functions
  • Technology stipend to cover home office expenses
  • Education stipend
  • Health insurance, 401(k) match, disability insurance, incentive program, HSA (full-time)
  • We’ll cover any certification or state and national licenses / dues
  • Reimbursement for CPA review course and up to 4 exam sittings
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