Employee Benefit Plan Audit Manager

• Mar 2021 - Present

Owner

• Jan 2019 - Mar 2021

Offering both Limited and Full Scope audits of employee benefit plans. Offering both Limited and Full Scope audits of employee benefit plans.

Senior Manager - Benefit Plan Services

• Jun 2003 - Dec 2018

From 2008 - 2018, oversaw and led the firm's benefit plan services work that took place in the State of Florida. - Managed approximately 60 benefit plan audit engagements per year. - Engagements included the following plan types: 401(k) and 403(b) defined contribution plans, defined benefit pension plans, employee stock ownership plans and health and welfare plans. - Past clients ranged in size from 100 employees and $1 million in plan assets to 100,000 employees and $2 billion in plan assets. Show less

Accountant

• 2000 - 2003

- Performed audits of multi-employer benefit plans sponsored by Chicago area labor organizations. - Prepared informational returns (Form 5500 and Form 990). - Prepared individual tax returns. - Performed audits of multi-employer benefit plans sponsored by Chicago area labor organizations. - Prepared informational returns (Form 5500 and Form 990). - Prepared individual tax returns.