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Senior ESOP Administration Consultant

AdministrationAdministrationFull TimeRemoteTeam 1-10Since 2003H1B No SponsorCompany Site LinkedIn

Location

Wisconsin

Posted

13 days ago

Salary

$80K - $145K / year

Bachelor Degree10 yrs expEnglish

Job Description

• 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