Senior ESOP Administration Consultant
Wisconsin, United States of America
Full Time
3 hours ago
$80,000 - $145,000 USD
No H1B
Key skills
MentoringCommunicationTime 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