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Erica Rice

CPA, Principal

CPA, Principal

EXPERIENCE HIGHLIGHTS

Erica Rice, an audit principal with more than 18 years of professional experience, plays an integral role is the Firm’s Employee Benefit Plan Practice. Erica has particular expertise in auditing and accounting for single and multiemployer employee benefit plans, labor unions, and not-for-profit organizations. She works closely with clients to help ensure that they fulfill government compliance requirements, limit exposure to penalties, and leverage ways to increase efficiency.

Her experience extends to:

  • Executing all phases of audit engagements, including planning, team supervision, and client relations
  • Compliance payroll audits
  • Preparing financial statements
  • Cost allocation analysis
  • Assisting clients in Department of Labor (DOL) examinations
  • Governmental reporting— Forms 990, 990PF, and 5500
  • Preparing Form LM-2 for Labor Unions as required by the DOL
  • Responding to IRS and DOL notices on behalf of clients

In addition to her responsibilities as audit manager, Erica develops education programs on auditing best practices for the firm, and regularly trains staff of all levels on the intricacies surrounding employee benefit plan auditing processes. Furthermore, she serves as mentor to junior team members.

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

American Institute of Certified Public Accountants

  • Advanced Defined Contribution Plans Audit Certificate

New York State Society of Certified Public Accountants

  • Employee Benefits Committee

Girl Scouts of Nassau County

  • Chair of the Finance Committee
  • Served the maximum three terms as Treasurer of the Board of Directors

Erica was selected for the Long Island Business News Who’s Who in Women in Professional Services special section.

EDUCATION AND LICENSES

Erica graduated from the University of Albany with a Bachelor of Science degree in accounting. She is licensed as a certified public accountant in New York.