Commercial Due Diligence Consultant for a boutique strategy consultancy, focusing on the insurance sector. Primary responsibilities include market assessment and investment feasibility analysis.
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Onsite Senior Assurance – Employee Benefit Plans
Posted 4 hours ago
About the role
- Assurance Senior for Employee Benefit Plans at CLA aiding in compliance with ERISA and IRS regulations. Leading engagements and training team members while developing project management skills.
Responsibilities
- Become an EBP service professional and attend industry leading events and trainings.
- Gain knowledge of ERISA and IRS regulations.
- Foster and build opportunities for our clients, communities, and people through paid volunteer hours.
- Develop and train team members to help them build inspired careers.
- Be given opportunities to lead client engagements.
- Benefit from the opportunity to work with many great clients and service providers.
- Learn retirement plan compliance issues and solutions to help our clients.
- Be given the opportunity to become a well-rounded EBP professional with audit, tax and consulting experiences.
- Develop strong project management skills.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field.
- You have an active CPA license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license.
- 2+ years working in public accounting.
- Employee benefit plan audit experience preferred but not required.
- Knowledge of basic auditing, accounting and tax concepts.
- Proficiency and aptitude for Microsoft Excel, Word, Outlook.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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IA
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