Field Auditor, Lead

Position Summary

The Field Auditor, Lead travels within assigned territory to employers' sites of ZAS clients to conduct comprehensive auditing of employers' financial and payroll systems and associated records to determine the accuracy of reporting and payment of fringe benefit contributions.

The Field Auditor Lead also works directly with Trust Legal and Trustees to facilitate audit reporting and follow up with audit inquiries.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Attends quarterly Trustee meetings to answer Trust Legal and Trustee questions on audit status.


* Attends bi-weekly planning meetings with Trust Legal to go over current audit status.


* Works with Audit and Collections Supervisor to respond timely to Trust Legal inquiries.


* Works with Audit and Collections Supervisor to produce timely and accurate Trustee reports.


* Reviews assigned plans to determine parameter of audit required.

Communicates with employer to schedule and obtain records to conduct audit.


* Reviews payroll registers, individual earnings records, unemployment tax returns, and federal and state tax returns, including forms 941, 1096, 1099, W-2, and W-3.


* Tests employer reporting to ensure contributions are collected for any non-reported participants and assessments and credits are issued for misreported participants.


* Determines if scope of audit must be expanded.


* Effectively communicates findings that were disclosed during the audit to the employer and provides suggestions to correct future reporting.


* Summarizes audit findings and corrective suggestions to report to ZAS client.


* Conducts research and resolves complex and technical issues and irregularities.


* Conducts new employee training and on-going training for staff.


* Performs other duties as assigned.

Minimum Qualifications


* Bachelor's degree in accounting, Finance or Business-related field.


* 2 years of experience in auditing, accounting, finance, payroll, or benefits analysis.


* Knowledge of accounting best practices.


* Working knowledge of general ledger software


* Proficiency with MS office applications.


* Reliable transportation.

Preferred Qualifications


* Experience working in healthcare or a third-party administrator environment.


* Experience working in Taft-Hartley environment.



*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.

Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort


* Prolonged periods of sitting at a desk and working on a computer.


* Must be able to lift 15 pounds at times.


* Must be able to have flexible work schedule whe...