Supervisor, Employee Benefit Plans

About the role

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 mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. PKF O’Connor Davies serves a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. The firm’s culture emphasizes team members as the greatest asset, investing in growth through mentorship, professional development, and continuous learning, fostering a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. Work‑life balance is supported with flexibility and resources to help team members grow their careers while maintaining fulfilling personal lives.

PKF O’Connor Davies is seeking an experienced Employee Benefit Plan Audit Supervisor to join the growing Employee Benefit Plan (EBP) Audit practice. The position will supervise and execute employee benefit plan audit engagements while working closely with Managers, Directors, and Partners.

Responsibilities

• Supervise and participate in audits of employee benefit plans, including 401(k), 403(b), defined benefit, profit-sharing and other retirement and welfare benefit plans.
• Manage the day-to-day activities of multiple audit engagements, including planning, fieldwork and completion.
• Review audit workpapers and financial statements for accuracy, completeness and compliance with professional standards.
• Assist with complex audit areas and identify potential accounting, auditing and compliance issues.
• Maintain knowledge of ERISA, Department of Labor (DOL), IRS and applicable accounting and auditing requirements related to employee benefit plans.
• Communicate directly with clients regarding audit requests, issues, timelines and engagement status.
• Coordinate with third-party administrators, recordkeepers, custodians and other service providers as necessary.
• Supervise, train and mentor Associates and Senior Associates and provide timely feedback on performance.
• Monitor engagement budgets, deadlines and staffing needs and communicate potential issues to engagement leadership.
• Develop strong client relationships and provide a high level of client service.
• Participate in internal training and professional development initiatives related to the Employee Benefit Plan practice.

Qualifications

• Bachelor’s degree in Accounting or a related field.
• Must be in office 3 days per week.
• Approximately 5+ years of public accounting audit experience, with significant experience auditing employee benefit plans.
• Strong understanding of U.S. GAAP, GAAS, ERISA and DOL requirements applicable to employee benefit plans.
• CPA license or progress toward CPA certification strongly preferred.
• Experience supervising and reviewing the work of professional staff.
• Strong analytical, organizational and project management skills.
• Excellent written and verbal communication skills.