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

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