• Conduct independent examinations of financial records of taxpayers with unique audit features • Perform complex and specialized audits • Justify and defend audit findings • Communicate comprehensive information on matters of complex nature • Write comprehensive reports of examinations • Investigate beyond what is reported on a tax return • Accumulate all pertinent facts and documentation • Exercise adequate judgment to know when to end an examination • Utilize various accounting systems and computerized systems to make complex tax determinations • Some overnight travel is required throughout the year

• Execute audits for US Employee Benefit Plans, with a focus on 401(k) and 403(b) plans • Apply regulatory and industry standards to ensure audit quality and compliance • Participate in risk assessments and the development of tailored EBP audit plans • Leverage EBP audit software tools to enhance audit efficiency and accuracy • Support audits from planning through to reporting, ensuring deadlines are met • Assist with budget management and engagement performance • Review audit files and provide constructive feedback to drive continuous improvement • Contribute to the preparation of US GAAP-compliant financial statements for benefit plans • Mentor and support junior team members in a collaborative learning environment • Act as a trusted point of contact for clients, delivering a high standard of service • Clearly communicate audit findings, insights, and recommendations • Proactively manage outstanding documentation to meet reporting timelines • Stay up to date with regulatory changes, accounting updates, and EBP trends • Share insights and best practices within the team • Actively participate in our Academy training programmes to deepen EBP and system expertise

• Handle premium audits for dedicated AAD customers. • Prepare for the audit by identifying the necessary information and type of records needed • Prepare schedule to maximize optimal use of time • Correspond with insured via phone, email and mail to setup audit appointments, determine record-keeping system, and request specific records required • Examine the policyholder's records, gather data to determine correct classifications for business activities and write an effective description of operations • Using SOP and Client requirements, prepare complete audit document and explain results to insured • Meet minimum billable requirements

**MAJOR DUTIES & RESPONSIBILITIES** - Onboard and train all new QA hires. - New QAs will be ready for integration into the ops team when the following criteria are met - Collaborate on the review of daily operational reports (e.g., outcome reports, TAT, operational synopsis, employee goals). - Serve as a resource for team members regarding operational questions, concerns, and problem-solving. - Provide backup support to QA Supervisors as needed (e.g., invoicing, board balance). - Maintain weekly clarification tracker; identify QAs with opportunities for additional training or feedback. - Participate in client calls. - Lead bi-weekly Clarification/TAT review meetings: pull data, facilitate discussions, and issue remediation plans. - Conduct regular MFR (member-friendly rationale) Workshop training sessions. - Develop onboarding agendas in consultation with Ops Leadership. - Identify and schedule training opportunities/meetings. - Coordinate and track annual client regulatory training requirements. - Update and maintain severity and client-change trackers. - Create and maintain training documentation. - Collaborate on remediation plans for employees. - Provide reviewer training when a Medical Director is unavailable; escalate issues to Medical Directors when appropriate. - Partner with managers and supervisors to support 90-day reviews, annual evaluations, and PIPs. Performance Metrics: - Audit Success: Measured by clarification rates, audit results, and daily/monthly TAT. - Remediation Effectiveness: Measurable performance improvement within defined timelines - Training Success: Evaluated through 90-day and annual employee reviews, and check-ins with new hires (daily, weekly, monthly). Other duties & special projects, as assigned and based on business needs. ****