Audit Senior Manager or Director - Employee Benefit Plans

About Meaden & Moore:

Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions.

Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth. The company is executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions, creating significant opportunities for team members to help shape the future of a rapidly growing firm. As the business continues to grow, Meaden & Moore is investing in talent, technology, and infrastructure to support its next chapter.

About Unity Partners:

Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A.

Unlike traditional financial investors, Unity takes a collaborative approach to value creation, working closely alongside management teams to build market-leading platforms. The firm focuses on long-term partnership, operational excellence, and creating sustainable growth for employees, customers, and shareholders.

Opportunity:

We are seeking a Senior Manager or Director with deep expertise in qualified retirement plans and a strong track record of business development. In addition to overseeing multiple employee benefit plan audits, this individual will play a key role in expanding client relationships, identifying new engagement opportunities, and driving growth within the practice. You will cultivate direct, trusted relationships with client leadership while developing and leading high‑performing audit teams.

This role offers an exciting entrepreneurial path to build and grow our presence in either the Chicago market or the Denver–Boulder region. You will have the opportunity to lead market development efforts with the full support, resources, and reputation of a 100+ year old, award‑winning CPA and business consulting firm behind you.

Why Join Us?

• Lucrative Benefits & Equity Path: Comprehensive benefits package and a clear path to equity.
• Turnkey Support: Backed by a Midwest-based headquarters with 100+ years of reputation, culture, and infrastructure – while giving you the freedom to grow locally.
• Leadership Opportunities: If you have a strong commitment to results and a collaborative approach, we want you on our team.
• Dynamic Environment: Thrive in a fast-paced environment with a variety of activities and multiple projects occurring simultaneously. We offer a collaborative culture where entrepreneurial leadership is rewarded.

Responsibilities:

• Key player on Client Services team to handle relationships in benefit audit projects.
• Work on multiple projects for clients relating to the benefit audits being performed.
• Oversight and review of external audit activities to ensure accuracy, completeness, relevance, and timeliness.
• Manage and supervise external Employee Benefit Plan audits in accordance with ERISA and other oversight regulations.
• Working with clients and audit teams to identify and promptly resolve audit and plan-related issues and make recommendations for operational or internal control improvements.
• You’ll build relationships with your clients and your engagement team while working collaboratively to improve the client’s overall financial reporting processes and help them better understand their plan processes and areas of risk.
• Maintain a working knowledge of and research findings regarding employee benefit plan trends' and technical issues relevant to benefit plans.
• Effective client management on project deliverables.
• Demonstrated ability to contribute to business development efforts and support firm growth initiatives.

Qualifications:

To be considered for this position, candidates must:

• Possess strong knowledge of ERISA and key plan provisions.
• Have 10 to 12 years’ experience in the benefits field, with a focus on qualified plans.
• Possess CPA; additional Employee Benefit Plan certifications such as QKA are a plus.
• Possess exceptional interpersonal skills, attention to detail and strong organizational and time management skills.
• Demonstrated previous experience in audits, risk management, and compliance.
• Have a 4-year degree with a concentration in Accounting.
• Possess exceptional verbal and written communication skills.
• Have working knowledge of Microsoft Office programs (Word, Outlook and PowerPoint).
• Advanced Excel skills.
• Be self-motivated and willing to work in a team environment.
• Demonstrate an aptitude in the following:

• • Quantitative and qualitative research and analysis
  • Building relationships and leadership ability
  • Project management
  • Business development

Benefits, Perks, Culture, and Our Commitment to Diversity and Inclusion:

Our Commitment to Diversity and Inclusion:

Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievements as well.

We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Benefits/Compensation:

Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $168,000 and $215,000 for the Denver-Boulder area and $175,000 - $225,000 for the Chicago area. Additionally, we offer discretionary year-end bonuses to supplement your compensation package.

In addition to compensation and bonus opportunities, we offer a comprehensive benefits package designed to support our employees professionally and personally. Our offerings include:

Benefits & Offerings:

• Medical, dental, and vision coverage

• Generous PTO and paid holidays

• 401(k) matching and profit sharing

• Professional development support

• Professional certification support and reimbursement

• Employee referral and new business bonus opportunities

• Wellness and employee assistance resources

• Long-term career growth and advancement opportunities

• Parental bonding time and compensation continuance

• Flexible and hybrid work opportunities, where applicable

Culture & Perks:

• Team outings, firm events, and holiday celebrations

• Busy season appreciation and stress-relief programs

• Wellness initiatives and incentives

• Technology, retailer, and event discounts

• Employee Resource Groups

• Strong commitment to community involvement, volunteerism, and charitable giving

Learn More About Life at Meaden & Moore:

• Why Us

• Community Involvement

• Our Culture & Employee Experience