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Senior ESOP Administration Consultant at Transition Strategies, LLC | JobVerse
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Senior ESOP Administration Consultant
Transition Strategies, LLC
Remote
Website
LinkedIn
Senior ESOP Administration Consultant
Wisconsin, United States of America
Full Time
3 hours ago
$80,000 - $145,000 USD
No H1B
Apply Now
Key skills
Mentoring
Communication
Time Management
About this role
Role Overview
Administering a caseload of complex ESOP clients
Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
Preparing and reviewing government filings (e.g., Form 5500)
Serving as the main point of contact for client communication
Reviewing plan documents and resolving technical questions
Supporting and mentoring junior team members
Participating in special projects or initiatives as needed
Requirements
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
Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
Excellent communication, time management, and problem-solving skills
Ability to work more than 40 hours per week during peak times
Benefits
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA/FSA with company contribution
Generous PTO for vacation, holidays, and parental leave
Support for professional development, certifications, and association dues
A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
Employee-led committees and opportunities to participate in charitable initiatives and internal projects
Apply Now
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