ERPA Licensed Account Manager

Job Summary

Consulting with clients and managing a diverse portfolio, the full-time Special Projects Account Manager will guide clients through prior year administration work while working remotely.

Key responsibilities:

• Maintain a caseload of clients, including both current and new clients with outstanding prior year administration tasks
• Consult and assist clients in completing prior year work, ensuring timely project progress and compliance
• Coordinate with internal teams and communicate with various professionals to cultivate client relationships and address project requirements

Required qualifications:

• 8-10 years of experience in 401(k) plan administration and consulting
• ERPA or Enrolled Agent designation required, or commitment to obtain within a specified timeframe
• Superior knowledge of 401(k) testing, including ADP/ACP, 415, and controlled group testing
• Experience with mergers and acquisitions
• Ability to independently manage a book of business with strong critical thinking skills