[Hiring] ESOP Reviewer @Transition Finance Strategies Llc

Role Description

We are hiring an ESOP Reviewer. The ideal candidate must have a strong background in ESOP knowledge and must be customer focused. As an ESOP Reviewer, you will be responsible for quality review of all steps of the ESOP administration process. We promote work-life balance with our remote option or on-site at one of our office locations.

• Ability to work independently and set priorities with minimal supervision while effectively managing a complex ESOP review caseload
• Excellent interpersonal, written/oral communication, organization, time-management and client service skills required
• Excellent Excel skills
• Self-motivated and detail oriented
• Maintain professional working relationships with internal and external clients
• Interpret documents and resolve technical problems
• Available to work overtime to cover peak workloads and other business needs

Qualifications

• 10+ years' experience completing administration work for ESOPs as well as proven experience in reviewing the plan work of other ESOP administrators
• The experience should include completion and review of Defined Contribution and ESOP related compliance testing such as IRC 404 deduction testing, IRC 415 annual additions testing and IRC 409(p) anti-abuse testing
• Possess or working towards QPA or QKA certification highly desirable
• Working knowledge of Microsoft Word and Excel

Benefits

• Challenging work and a competitive salary
• Outstanding opportunity for career growth
• Comprehensive benefits package including Medical, Dental, Vision, Life & AD&D, Disability, FSA, HSA with company contribution
• 401(k) with company match
• Parental leave and paid time off
• Education/association dues assistance
• Support for charitable activities through fundraising and volunteer work
• Quarterly virtual Happy Hours, Monthly Birthday Celebrations, and Annual Social gatherings
• Opportunities to join committees or volunteer for special projects