Director, Employee Benefit Plans

PKF O’Connor Davies is a top‑ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through the PKF global network. For over a century the firm has built its reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to clients. The culture emphasizes mentorship, professional development, continuous learning, collaboration, diversity of perspective, innovation, and work‑life balance.

Responsibilities

• Lead and oversee a portfolio of employee benefit plan audit engagements, including 401(k), 403(b), defined benefit, profit‑sharing, and other retirement and welfare benefit plans.
• Provide overall engagement leadership from planning through completion, ensuring efficiency and compliance with professional standards.
• Review complex audit workpapers, financial statements, and related reporting; resolve significant accounting, auditing, and compliance matters.
• Serve as a technical resource on employee benefit plan matters, including ERISA, Department of Labor (DOL), IRS, U.S. GAAP, and applicable auditing standards.
• Advise clients on complex employee benefit plan audit and compliance matters and communicate recommendations to senior management and plan fiduciaries.
• Develop and maintain strong relationships with clients, plan sponsors, third‑party administrators, recordkeepers, and other industry professionals.
• Manage engagement economics, including staffing, budgets, realization, scheduling, and overall profitability.
• Provide leadership, coaching, and career development to Managers, Supervisors, Seniors, and Associates within the practice.
• Participate in recruiting, training, performance management, and staff development initiatives.
• Collaborate with Partners and other firm leaders on quality control, risk management, and practice management matters.
• Identify opportunities to expand existing client relationships and contribute to business development and new client initiatives.
• Represent the firm through industry organizations, professional networking, presentations, and other marketplace activities.
• Remain current on regulatory, accounting, and auditing developments affecting employee benefit plans and communicate relevant changes to clients and team members.
• Assist Partners with the strategic growth and continued development of the Employee Benefit Plan Audit practice.

Qualifications

• Bachelor’s degree in Accounting or a related field.
• Must be able to work in the office three days per week.
• Approximately 10+ years of progressive public‑accounting audit experience, with substantial experience in employee benefit plan audits.
• CPA license strongly preferred.
• Extensive knowledge of U.S. GAAP, GAAS, ERISA, DOL requirements, and employee benefit plan auditing standards.
• Demonstrated experience managing complex engagements and multiple client relationships.
• Proven ability to lead, mentor, and develop professional staff at various levels.
• Strong technical accounting and auditing skills with sound professional judgment.
• Excellent leadership, interpersonal, presentation, and communication skills.
• Strong client‑service and relationship‑management abilities.
• Ability to identify business‑development opportunities and contribute to practice growth.
• Strong organizational and project‑management skills with the ability to manage competing priorities.
• Applicants must be currently authorized to work in the United States on a full‑time basis; the firm cannot provide visa sponsorship now or in the future.

Pay

The salary range for this position is $100,000 – $150,000, dependent upon role specifics, office location, qualifications, experience, skills, and certifications.

Benefits

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit‑Sharing program
• Flexible Spending & Health Savings accounts
• Employee Assistance, Wellness, and Work‑life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus