Senior ESOP Administration Consultant
Job Summary
Managing a caseload of complex ESOP clients, the full-time Senior ESOP Administration Consultant will oversee plan administration, compliance testing, and client communication while providing mentorship to junior team members in a remote or onsite environment.
Key responsibilities
- Administer complex ESOP client plans, including compliance testing and recordkeeping
- Prepare and review government filings such as Form 5500 and serve as the main client contact
- Support and mentor junior team members while participating in special projects as needed
Required qualifications
- Bachelor's degree in Accounting, Finance, Math, or Economics preferred
- 10+ years of experience in ESOP administration
- Strong knowledge of ESOP-related compliance testing, including 409(p)
- QPA or QKA certification preferred or in progress
- Advanced proficiency in Microsoft Excel and strong skills in Microsoft Word
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