Senior Manager, Consulting - Employee Stock Ownership Plan
About the role
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.
Responsibilities
- ESOP feasibility modeling
- ESOP transaction coordination
- ESOP record keeping
- Compliance testing
- Repurchase obligation studies
- Other duties as assigned
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
Qualifications
- Not specified
Skills
- Not specified
Benefits
- Not specified
Pay
- Not specified
Schedule
- Not specified
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
- Robust total rewards program
- Flexible work environment
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.