Senior ESOP Administration Consultant

Job Summary

A company is looking for a Senior ESOP Administration Consultant to manage complex plan engagements and provide technical expertise.

Key Responsibilities

• Administer a caseload of complex ESOP clients
• Manage all aspects of plan administration, including compliance testing, allocations, distributions, and recordkeeping
• Prepare and review government filings and serve as the main point of contact for client communication

Required Qualifications

• Bachelor's degree required (Accounting, Finance, Math, or Economics preferred)
• 10+ years of experience working specifically with ESOPs
• Strong knowledge of ESOP-related compliance testing, including 409(p)
• Experience in plan review and technical interpretation
• QPA or QKA certification preferred or in progress