Senior ESOP Administration Consultant

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 201-500

Location

United States

Posted

19 days ago

Salary

Not specified

No structured requirement data.

Job 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

Job Requirements

  • 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

Related Job Pages

More Financial Planning and Analysis Jobs

Full TimeRemote

This role involves leading investment accounting activities related to derivative instruments in a complex investment environment. Perform and lead investment accounting activities related to derivative instruments, including futures, options, swaps, and other complex investment ...

United States
Coupa Software logo

Principal Strategist

Coupa Software

Spend is the fuel to help your company deliver performance, profitability, and purpose!

Financial Planning and Analysis19 days ago
Full TimeRemoteTeam 1,001-5,000Since 2006H1B Sponsor

The Principal Strategist – Invoice to Pay, Treasury & Working Capital is a senior, customer-facing finance expert who serves as a trusted advisor to executive finance leaders and a strategic force multiplier for Coupa’s go-to-market organization. Act as a peer-level advisor to CF...

United States
Financial Planning and Analysis19 days ago
Full TimeRemoteTeam 11-50

The mission of the Information Technology Group (ITG) is to provide and support technology and information services that enable OHSU to be a national leader in health and science innovation. The work of the Business Intelligence and Advanced Analytics (BIAA) Division ensures that...

United States
Wing logo

Head of Strategic Finance, Commerce

Wing

We’re a new type of delivery service—flying local foods and goods to you via drone. #dronedelivery

Financial Planning and Analysis19 days ago
Full TimeRemoteTeam 51-200H1B Sponsor

Head of Strategic Finance managing commercial partnerships for Wing's drone delivery

SQL
United States
$214K - $267K / year