Senior ESOP Administration Consultant
Transition Strategies, LLC
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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Salary
💰 $80,000 - $145,000 per year
Job Level
About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ESOP administrationcompliance testingallocationsdistributionsrecordkeepinggovernment filingsplan reviewtechnical interpretationMicrosoft ExcelMicrosoft Word
Soft Skills
communicationtime managementproblem-solvingmentoringclient communication
Certifications
QPAQKA