Karen Soefje

Partner, CPA · +1 (972) 748 0417
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Karen Soefje is the lead partner of the benefit plan audit practice of Baker Tilly’s Dallas office.

Karen is the lead partner over the Dallas office’s qualified plans audit and consulting practice. Her plan audit experience includes Department of Labor (DOL) disclaimer and full-scope audits of defined contribution plans, defined benefit plans, health and welfare plans, cash balance plans, and employee stock ownership plans. Karen has experience with complex plan investments and significant plan transactions. In addition, Karen has assisted numerous clients in plan document compliance reviews, Internal Revenue Service (IRS)/DOL correction methodologies and implementation procedures, as well as power of attorney representation in IRS and DOL examinations. She serves the American Institute of Certified Public Accountants (AICPA) as an Oversight Reviewer to peer reviews over employee benefit plan audits.  

Prior to joining the Firm, Karen spent seven years at an international accounting firm and was responsible for their North Texas and Oklahoma employee benefit plan audit practice. Karen also co-authored their national training and local office training for employee benefit plan audits. In addition, she annually conducted the quality peer review process over benefit plan audits across all offices in the United States.

Karen spent 12 years at another international accounting firm. She provided corporate audit and qualified plan audit and consulting services to a variety of public and private companies. Karen also served as a national instructor on qualified plan topics and supervised technology initiatives.

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • Southwest Benefits Association

Location

Texas

Education

Bachelor of Science, Accounting
University of Houston-Clear Lake (Houston, Texas)

 

AICPA Oversight Review on Employee Benefit Plans

 

AICPA Certified Peer Reviewer

 

AICPA – Advanced Defined Contribution Plans Audit Certified

 

AICPA – Advanced Defined Benefit Plans Audit Certified

 

AICPA – Advanced Health and Welfare Plans Audit Certified