Senior Manager, Consulting - Employee Stock Ownership Plan
Description
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.
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
About the Role
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.
Responsibilities
You will work with engagement teams and clients to recognize problems and propose sensible solutions with an appropriate balance between clients' needs and the firm's risk.
Qualifications
- Advanced Microsoft Excel skills
- ESOP feasibility modeling
- ESOP transaction coordination
- ESOP record keeping
- Compliance testing
- Repurchase obligation studies
- Other duties as assigned
Skills
- Microsoft Excel proficiency
Benefits
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service.
Pay
Details about pay are not specified in this posting.
Schedule
Details about schedule are not specified in this posting.
Benefits
Details about benefits are not specified in this posting.