EBP Assurance Manager

Reposted Yesterday
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Atlanta, GA, USA
In-Office
Senior level
Financial Services
The Role
Lead Employee Benefit Plan audits (defined contribution, defined benefit, health plans), manage engagement planning and budgets, supervise and mentor staff, perform compliance testing, communicate with clients, and ensure quality client service and timely completion of projects.
Summary Generated by Built In

EBP Assurance Manager

Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen?  If so, we have the perfect opportunity for you at Smith + Howard.

Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor.

We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of the nation’s top accounting firms.

If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.

Summary

In our EBP Assurance Manager role, you be responsible for providing clients with quality service and personal attention. This may include properly planning and managing engagements to ensure completion, assisting with special projects and communicating with clients and building relationships.

Essential Functions

  • Lead and support audits for defined contribution pension plans, defined benefit pension plans, and health plans
  • Lead and oversee staff through the completion of the audit of defined benefit plans
  • Review defined benefit plan audits files through planning, testing, and reporting
  • Coach and mentor others on how to anticipate, define, prioritize and solve problems.
  • Develop clear, understandable goals/priorities and persuasively communicate them to others.

 Client Service

  • Supervise timely completion of projects according to job budgets and imposed deadlines.
  • Responsible for staff realization.
  • Identify client issues and client service responsibilities.
  • Supervise staff including workpaper review as directed by partner.
  • Know services that S&H provides and actively pursue with clients’ potential needs for these services.
  • Be main client contact for clients designated by partners.
  • Coordinate client service fulfillment to other departments as necessary.

Position Requirements

  • Bachelor’s or master’s degree in accounting/finance or other relevant degree program
  • CPA license required
  • Five to twelve years of public accounting experience, preferred
  • Minimum two years previous supervisory experience
  • Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
  • Proficient in Microsoft Office applications
  • Ability to multi-task with excellent written and verbal communication skills
  • Must be able to meet assigned deadlines in a fast-paced, team environment
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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The Company
HQ: Atlanta, GA
139 Employees
Year Founded: 1971

What We Do

Smith and Howard is a tax, accounting and advisory firm headquartered in Atlanta with a national reach and a reputation for doing more than expected. Our team of enterprising advisors are driven by creating extraordinary value for our clients, people and community. While many advisors say clients are their priority, Smith and Howard lives and breathes a promise of personal, responsive client service. Today, our family of companies is expanding and our client resume includes highly successful, profitable and entrepreneurially-driven individuals and businesses from around the country and the world. The professionals on our team are high caliber individuals who enjoy the nuances of our work and are looking for opportunities to put their acumen and creativity to work in growing careers. Explore our page and visit our website to learn more about who we are and what we do!

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