Accounting Specialist, Payroll & Retirement Plans

Responsibilities

• Processing biweekly and monthly payroll for 3500+ employees across multiple states; calculating the correct amount, incorporating overtime, deductions, bonuses, etc., with the assistance of a computer system
• Understanding the workflow of the payroll cycle and using the payroll vendor appropriately
• Demonstrating payroll knowledge through the quality and quantity of work
• Processing parental leaves, leaves of absence, time without pay, and terminations
• Processing changes in schedules, health insurance, taxes, and other information
• Maintaining and documenting all payroll records and staff members’ personnel files
• Receiving approval from upper management for payments when needed
• Processing salary changes, deductions, bonuses, vacation payouts, and benefits payments for staff members
• Working with outside companies to complete employment verifications for past and current employees
• Responding to payroll queries from staff members promptly
• Analyzing payroll issues and recommending corrective actions.
• Addressing member questions regarding loans and distributions
• Preparing distribution paperwork, processing distributions and applicable withholding taxes
• Administering loan policies, including follow-up processes
• Processing loan applications, preparing loan payment calculations
• Processing year-end tax forms (1099s)
• Monitoring cash flow.
• Preparing year-end audit work papers and assisting with year-end audit
• Preparing/verifying annual reports, compliance testing, and Form 5500 filings
• Monitoring legislative changes and working with service providers to implement plan changes.
• Serving as a point of contact for retirement plan inquiries
• Supporting payroll processing and benefits administration functions
• Shareholder services support (dividends, change of direct deposit, and mailing address changes)
• Assisting with projects
• Supporting year-end activities
• Maintaining confidentiality; protecting staff members’ data as identified in state and federal laws and internal controls.

Requirements

• Bachelor's or associate degree with coursework in accounting preferred and/or 2-3 years of applicable work or military experience
• Previous retirement plan administration experience
• Previous accounting/payroll experience
• General knowledge of the accounting cycle
• Strong analytical and problem-solving skills, numerical aptitude
• Ability to interact effectively with all levels of management
• Strong attention to detail
• Exceptional organizational skills
• Exceptional written and verbal communication skills
• Knowledge of Excel spreadsheets and spreadsheet functions
• Ability to multitask in a fast-paced environment.

Qualifications

• Knowledge of relevant software and systems
• Experience with payroll and retirement plan administration
• Excellent interpersonal and communication skills
• Ability to manage multiple tasks and prioritize workload
• Attention to detail and accuracy in record-keeping
• Strong analytical and problem-solving skills

Skills

• Accounting and payroll expertise
• Retirement plan administration
• Excel proficiency
• Communication and interpersonal skills
• Time management and organization

Benefits

• Competitive employee benefits including but not limited to health, dental, & vision insurance; profit sharing trust and 401(k)
• Tuition reimbursement
• Generous paid time off, sick days, personal time, and paid holidays

Pay

Hiring salary range: $57,600 - $69,600 per year.

Actual salary will be determined based on an individual's skills, experience, education, and other job-related factors permitted by law.

Schedule

This is a hybrid role which includes a blend of in-office and remote work as designated by the management team.