[Hiring] Senior ESOP Administration Consultant @Blue Ridge Associates

Role Description

Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates.

• 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

Qualifications

• 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