Senior Manager, Consulting
About The Position
Forvis Mazars is seeking a client-focused professional to work as our Employee Stock Ownership Plan (ESOP) Senior Manager. This position would be a great match for a business professional with ESOP transaction and administration experience interested in working for a large professional services firm. You will work with engagement teams and clients to recognize problems and propose sensible solutions with an appropriate balance between clients’ needs and the firm’s risk. You should have advanced Microsoft Excel skills. The chosen candidate will receive on-the-job training and be given the tools and resources to enable them to provide an unmatched client experience.
Requirements
- Proficiency with Microsoft Excel including macros, formulas, and other advanced functions
- Bachelor's degree in Accounting, Finance, Economics or a related field preferred
- 7 – 8 years of experience
- Ability to read and interpret ESOP benefit plan documents and research technical ERISA and tax issues preferred
- Held one or more prior leadership positions with oversight of multiple team members
Responsibilities
- ESOP feasibility modeling
- ESOP transaction coordination
- ESOP record keeping
- Compliance testing
- Repurchase obligation studies
- Other duties as assigned
Benefits
- Unmatched Client Experience®
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What This Job Offers
Job Type
Full-time
Career Level
Senior
