Cpa Jobs

About The Position

Requirements

• Bachelor’s degree required
• 7+ years of experience in ESOP administration, retirement plan management, or a closely related field.
• Strong working knowledge of ERISA, IRS regulations, fiduciary responsibilities, and ESOP operational best practices.
• Experience partnering with trustees, valuation firms, and external advisors.
• Proven ability to manage complex processes with high accuracy and attention to detail.
• Deep ESOP technical expertise with the ability to simplify complex concepts.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills, including executive-level communication.
• High integrity, sound judgment, and comfort operating in a highly regulated environment.
• Collaborative mindset with the confidence to lead through influence.

Nice To Haves

• Advanced degree or relevant certification preferred (e.g., CEPA, CPA, JD, or similar)

Responsibilities

• Serve as a subject matter expert for the company’s ESOP, providing strategic oversight and guidance on plan design, administration, and long-term sustainability.
• Partner with Legal, Finance, Tax, Payroll, and external advisors to ensure compliance with ERISA, IRS, and Department of Labor requirements.
• Support fiduciary governance processes, including documentation, audits, valuations, and trustee interactions.
• Oversee day-to-day ESOP administration, including eligibility, allocations, distributions, vesting, diversification, and participant transactions.
• Ensure accurate and timely execution of annual ESOP activities, including valuations, statements, and required filings.
• Identify and implement process improvements to enhance accuracy, efficiency, and participant experience.
• Act as a trusted advisor to senior leadership, HR partners, and business leaders on ESOP-related matters.
• Develop and deliver clear, compliant communications and education materials to help participants understand the ESOP and its value.
• Respond to complex participant inquiries with empathy, clarity, and professionalism.
• Monitor regulatory changes and assess potential impacts to the ESOP, proactively recommending updates or mitigation strategies.
• Partner with internal audit and external advisors to address findings and strengthen controls.
• Ensure documentation, policies, and procedures remain current and audit-ready.
• Mentor and guide junior plan managers or analysts, fostering strong technical capability and a culture of accountability and continuous improvement.
• Contribute to broader benefits and total rewards initiatives through ESOP expertise.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year