Weaver · 1 day ago
Audit Senior Associate - Form 5500 Specialist
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Responsibilities
Monitor external and in-house deadlines for Form 5500s, Form 8955-SSAs and Form 990s
Maintain compliance, supervise, and train Form 5500 staff
Manage client databases annually
Prepare and electronically file Form 5500s, Form 8955-SSAs and Form 990s for Employee Benefit Plans and Direct Filing Entities
Review Form 5500s prepared by staff
Establish and maintain client relationships
Assist audit teams with the accumulation of source documents for the preparation of the returns
Qualification
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Required
Bachelor’s degree in Accounting or related field
CPA or CPA candidate is a plus
1 to 3 years experience in form 5500 preparation
Basic familiarity with GAAP and GAAS
Strong project management, team orientation and interpersonal skills
Benefits
Medical
Dental
Vision
Disability
Life insurance
401(k) plan
Flexible scheduled time off (STO)
Minimum of 56 hours of sick and safe leave
11 holidays
2 scheduled recharge days
Company
Weaver
Weaver is an accounting and auditing firm.
Funding
Current Stage
Late StageRecent News
Business Up North
2024-02-26
New York Business Journal
2024-02-07
2024-01-05
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