Senior Tax Plan Administration
CBH
full-time
Posted on:
Location Type: Hybrid
Location: Raleigh • North Carolina • Texas • United States
Visit company websiteExplore more
Salary
💰 $73,500 - $114,100 per year
Job Level
About the role
- Deliver comprehensive TPA services for 401(k) and profit-sharing plans.
- Prepare and file Form 5500 and related schedules accurately and on time.
- Perform compliance testing, including ADP and ACP testing, and manage cross-tested allocations.
- Assist with plan design and implementation tailored to client needs.
- Ensure adherence to ERISA and other U.S. laws governing retirement plans.
- Collaborate with clients and internal teams to resolve complex plan administration issues.
- Maintain proficiency in retirement plan regulations and industry best practices.
Requirements
- Strong skillset in Microsoft Excel
- Experience in TPA services for qualified retirement plans
- Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation
- Familiarity with ERISA and related compliance requirements is a plus
- Excellent analytical, organizational, and communication skills.
Benefits
- Health insurance
- 401(k) matching
- Paid Time Off
- Disability and life insurance
- Annual bonus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft ExcelTPA servicesADP testingACP testingForm 5500 preparationcompliance testingcross-tested allocations
Soft skills
analytical skillsorganizational skillscommunication skills