Job Summary
Role Overview: Finsmart Accounting is looking for a detail-oriented and technically solid Employee Benefit Plan (EBP) Audit Associate / Senior Associate to support audits of 401(k) plans, pension plans, and other ERISA-governed employee benefit plans for US clients. The ideal candidate will have prior experience in public accounting or internal audit, with hands-on exposure to EBP / 401(k) audits during at least 1-2 busy seasons. This role requires strong analytical skills, attention to detail, and the ability to work directly with client data, custodians, payroll records, and plan documentation.
Responsibilities
- Perform audit procedures for 401(k), pension, and other employee benefit plans.
- Review and reconcile payroll data, participant contributions, distributions, loans, and custodian records.
- Test compliance with ERISA, DOL, IRS, and US GAAP requirements applicable to EBP financial statements.
- Prepare audit workpapers and supporting documentation in accordance with firm standards.
- Identify discrepancies, exceptions, and control issues,
and discuss findings with seniors/managers.
- Coordinate with clients to obtain required audit information and resolve data-related queries.
- Support multiple concurrent EBP engagements during peak audit season.
- Maintain accuracy, completeness, and timely delivery of audit assignments.
Requirements
- Education: Bachelor's or Master's degree in Accounting or Finance.
- Experience: 2-4 years of experience in public accounting or internal audit. At least 1-2 busy seasons with primary focus on Employee Benefit Plan (EBP) / 401(k) audits.
- Regulatory Knowledge: Solid understanding of ERISA rules; Department of Labor (DOL) standards; IRS compliance requirements; US GAAP applicable to EBP financial statements.
- Technical Skills: Intermediate to advanced proficiency in MS Excel, including: VLOOKUPs / XLOOKUPs; Pivot Tables; Data matching and reconciliation; Familiarity with audit software such as CCH Engagemen
📌 US Audit Associate (Pune)
🏢 Finsmart
📍 Pune