Pay: $90,000.00 - $110,000.00 per year
Why This Is a Great Opportunity
- Take ownership of a growing 401(k) and ERISA audit practice
- Become the go-to subject matter expert on retirement plan audits for the firm
- Work closely with wealth management partners on integrated client solutions
- Build a niche practice with strong long-term demand and high client stickiness
- Early 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 team
- Standard business hours with some flexibility once established in the role
- Part of the greater Indianapolis metro, with strong professional and family amenitiesData USA+1
Note
- Active CPA and significant 401(k)/ERISA audit experience are must-haves
- Must be able to work primarily on site in Fishers, IN
- Role 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 standards
- Develop and execute audit plans, testing procedures, and documentation for defined contribution plans
- Manage client relationships, fieldwork, and deliverables across multiple concurrent engagements
- Coordinate with internal teams and wealth management partners to ensure cohesive client service
- Identify opportunities to expand the retirement plan audit client base and participate in business development efforts
- Serve as the internal subject matter expert on ERISA and plan audit requirements
- Help build out methodology, templates, and best practices for the ERISA audit practice
Qualifications
- Active CPA license
- 5+ years of audit experience with a strong focus on 401(k) and ERISA plan audits
- Proven track record managing audits from planning through completion
- Strong understanding of ERISA, DOL rules, and GAAP as applied to benefit plan audits
- Comfortable interfacing with clients, third-party administrators, and internal stakeholders
- Based 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 visibility
- Close collaboration with wealth and retirement advisory partners on complex client needs
- Entrepreneurial environment where you can help set standards and grow a niche line of business
- Competitive base compensation with performance-based upside
- Supportive leadership that values long-term relationships and quality over churn
JPC-506
Job Type: Full-time
Benefits:
- Dental insurance
- Life insurance
- Paid time off
- Vision insurance