ERISA Audit Manager Lead 401 Audit Practice at Orion Placement

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 practice with strong long-term demand and high client stickinessEarly 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 teamStandard business hours with some flexibility once established in the rolePart of the greater Indianapolis metro with strong professional and family amenitiesData USA1 Note Active CPA and significant 401(k)/ERISA audit experience are must-havesMust be able to work primarily on site in Fishers INRole 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 standardsDevelop and execute audit plans testing procedures and documentation for defined contribution plansManage client relationships fieldwork and deliverables across multiple concurrent engagementsCoordinate with internal teams and wealth management partners to ensure cohesive client serviceIdentify opportunities to expand the retirement plan audit client base and participate in business development effortsServe as the internal subject matter expert on ERISA and plan audit requirementsHelp build out methodology templates and best practices for the ERISA audit practice Qualifications Active CPA license5 years of audit experience with a strong focus on 401(k) and ERISA plan auditsProven track record managing audits from planning through completionStrong understanding of ERISA DOL rules and GAAP as applied to benefit plan auditsComfortable interfacing with clients third-party administrators and internal stakeholdersBased 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 visibilityClose collaboration with wealth and retirement advisory partners on complex client needsEntrepreneurial environment where you can help set standards and grow a niche line of businessCompetitive base compensation with performance-based upsideSupportive leadership that values long-term relationships and quality over churn JPC-506 Job Type: Full-time Benefits: Dental insuranceLife insurancePaid time offVision insuranceRequirements: 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 PracticeLocation: Fishers INOn-site hybrid remote: HybridExperience: 5Good 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: 1Open or not to recruiters on TE: YES Key Skills Auditing,GAAP,Accounting,Research Experience,SOX,Project Management,Customer relationship management,Financial Report Interpretation,Internal Audits,Mentoring,Supervising Experience,GAAS Employment Type : Full Time Experience: years Vacancy: 1 Yearly Salary Salary: 90000 - 110000