Overview
The role involves leading a team in the preparation, review, and electronic filing of Form 5500s for various employee benefit plans, ensuring compliance with federal regulations such as ERISA and the Internal Revenue Code.
Responsibilities include analyzing financial and participant data, managing client needs across different service scopes, acting as the primary contact for internal teams and external auditors, and overseeing engagement risks, billing, collections, and budgets.
The ideal candidate has a minimum of five years’ experience in employee benefit plan compliance, tax, or audit, with at least two years in a supervisory role.
Qualifications include a bachelor's degree, relevant credentials (e.g., CPA, EA), and a deep understanding of ERISA and IRS regulations.
The role requires strong leadership, project management, problem-solving skills, and excellent communication to build client and team relationships.
It offers a comprehensive benefits package and emphasizes professional integrity and a respectful work environment.