Job Juncture
ERISA Audit Manager – Lead 401(k) Audit Practice
Salary:
$90,000 - $110,000 per year
Location:
Fishers, IN
Posted:
January 05 2026
Relocation Assistance:
Not Available
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 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
Life insurance
Paid time off
Vision insurance
Apply for this position
#J-18808-Ljbffr
$90,000 - $110,000 per year
Location:
Fishers, IN
Posted:
January 05 2026
Relocation Assistance:
Not Available
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 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
Life insurance
Paid time off
Vision insurance
Apply for this position
#J-18808-Ljbffr