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ERISA Audit Manager – Lead 401(k) Audit Practice
ERISA Audit Manager – Lead 401(k) Audit PracticeOneSource Technical, Inc • Fishers, IN
ERISA Audit Manager – Lead 401(k) Audit Practice

ERISA Audit Manager – Lead 401(k) Audit Practice

OneSource Technical, Inc • Fishers, IN
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Pay :  $90,000.00 - $110,000.00 per year

Job description :

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 You’ll 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

    #LI-SK3

    Job Type : Full-time

    Benefits :

  • Dental insurance
  • Life insurance
  • Paid time off
  • Vision insurance
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    Audit Manager • Fishers, IN

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