Employee Benefit Plan Manager

2 months ago

Owings Mills, United States Clearview Group Full time

**What is Clearview?**
Clearview is a dynamic firm, committed to a culture of excellence, offering accounting & finance, risk advisory, audit, tax, technology advisory, data analytics, HR and other consulting services. Our mission is to build lasting relationships as well as change the way our clients feel about the accounting and consulting industry through our daily actions. Our firm was built on the principles of accountability, belief, commitment, courage, gratitude, loyalty, respect, and trust. It is not just about the work (the “what”), it is also about our approach (the ”how”) Our employees understand the importance of supporting one another and focusing on our greater business objectives. Multiple times, Clearview has been awarded as a “Best Place to Work” in Baltimore and is one of the fastest growing CPA and Management consulting firms in the country.

**What opportunity is available?**
Clearview’s Assurance & Advisory Practice is looking to hire a Senior Auditor/Manager whose primary role would be in our Employee Benefit Plan practice. This person will report directly to the Employee Benefit Plan Practice Lead. Our firm is headquartered in Owings Mills, Maryland and while this new hire may often work remotely, it's preferrable for them to be within driving distance of the office and travel to client/prospect meetings, conferences, etc., as dictated by business need.

**Who works here and why?**
Employees at Clearview bring expertise from Fortune 100, Big 4 Accounting, and other industry leaders to work for our clients. They chose Clearview because of our inviting, entrepreneurial culture and bias towards action. Our employees believe business should be personal and thus make solving clients’ business problems the top priority, delivering results that make a real impact on their bottom line. Clearview is not a “typical” consulting firm. Instead it’s a fun, engaging, environment where employees care about each other and genuinely enjoy being together.

**What’s in it for you**
Clearview’s comprehensive benefits include, but are not limited to
- a 401k plan with a partial company match
- paid holidays
- PTO
- medical, dental, & vision insurance
- opportunity for advancement
- an employee-centric culture focused on camaraderie
- even an annual firm-sponsored trip for employees and guests

Clearview is not a “typical” consulting firm. Instead it’s a fun, engaging, environment where employees care about each other and genuinely enjoy being together.

**What will this new hire do?**
Under the general direction of the Employee Benefit Plan Practice Lead, the Senior Auditor leads and/or participates in the completion of audit & consulting engagements. In this role, day-to-day tasks may include performing audit procedures, preparing financial statements and management letters, researching technical accounting matters, preparing technical accounting memoranda and staying abreast of regulatory changes in order to provide meaningful insights regarding the impact to our clients' plans. Specific responsibilities entail:

- Leading the execution of day-to-day activities of audit engagements, including managing staff, completing reviews to ensure high quality as well as adherence to both professional and regulatory standards, ensure on time delivery and high client satisfaction
- Demonstrated knowledge of audits of all types of retirement plans including, 401(k), 403(b), Defined Contribution and Defined Benefit
- Documenting a comprehensive understanding of clients’ operational processes and plan provisions
- Experience preparing Form 5500 is considered a plus
- Coaching, guiding, and providing feedback to Staff Associates and/or Interns
- Fostering a team environment and working to maintain a positive culture
- Interacting with clients’ key management to gather information, and resolve audit-related problems,
- Proactively communicating with the audit team on various aspects of engagements
- Participating in practice development opportunities, including meeting with potential clients as well as preparing presentations and proposals
- Providing exceptional service to clients remotely and in-person, always acting as a positive brand ambassador for Clearview

**What is required for consideration?**
- Bachelor's or Master’s degree in Accounting
- Minimum 3 (three) years of recent accounting and/or external audit experience in a public accounting firm(s)
- Minimum 1 (one) year experience mentoring associates, leading teams and/or directly supervising employees while simultaneously managing multiple engagements
- Desire and willingness to become a CPA within an agreed upon time frame to include meeting the minimum educational requirements for CPA licensure
- Unwavering integrity and ethics
- Experience interacting with clients, establishing credibility, trust and healthy relationships
- Demonstrable examples of project management, innovative thinking, and problem solving

**What

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