Overview
This role involves leading a team in preparing and reviewing filings for 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 various service offerings, acting as a primary contact for internal teams and external auditors, and overseeing engagement risks, billing, collections, and budgets.
The ideal candidate has at least five years of experience in employee benefit plan compliance, tax, or audit, with a minimum of two years in a leadership role.
They should hold a relevant bachelor’s degree and a professional credential such as CPA, JD/LLM, or EA, or obtain one within a year of employment.
Key skills include deep regulatory knowledge, leadership, project management, problem-solving, and excellent communication.
Ultimately, the role demands professionalism, integrity, and strong relationship-building capabilities to serve diverse client needs effectively.