Tax-Exempt Account Manager

Jobgether; Remote; IDR 1.176.272.000 - 1.680.390.000; Full time

Job summary

A hiring platform is seeking a Senior Account Manager for a remote role in Indonesia. The successful candidate will manage relationships with clients while overseeing a caseload of 401(k) and retirement plans. Responsibilities include ensuring high client retention and providing superior client service. Candidates should have at least five years of relevant experience and excellent communication skills. The position offers a competitive salary between $70,000 and $100,000 along with various benefits including medical and dental insurance.

Benefits

Medical, dental, disability, and life insurance plans

Generous paid time off

401(k) plan with employer matching

Qualifications

• Five or more years of experience in 401(k) plan administration.
• Strong knowledge of non-discrimination testing and Form 5500.
• Excellent written and verbal communication skills.

Responsibilities

• Manage client and advisor relationships with a high retention rate.
• Oversee a caseload of 401(k) and retirement plans.
• Collaborate with internal departments to provide excellent client service.

Skills

401(k) plan administration

Non-discrimination testing

Client relationship management

Excellent communication skills

Organizational skills

Education

Four-year college degree

Job description

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Account Manager - REMOTE. In this role, you will manage relationships with clients and advisors, ensuring high client retention rates while overseeing a caseload of 401(k) and retirement plans. You'll be integral in driving results within a collaborative team environment, exemplifying exceptional client service. With support from various specialized teams, you'll have all the resources needed to thrive in a dynamic work setting, dedicated to ongoing learning and professional development.

Accountabilities

• Maintain and build client and advisor relationships with a high client retention rate
• Manage a caseload of 401(k) plans and retirement plans for tax‑exempt entities
• Prioritize and execute workload towards weekly goals in a results‑oriented team environment
• Provide superior client service and consultations on plan operation and design
• Collaborate with internal departments to ensure an excellent client experience
• Adhere to company policies and procedures in all work performed
• Communicate pro‑actively with clients and advisors regarding industry developments
• Review and deliver required non‑discrimination testing and government forms, including Form 5500

Requirements

• Five or more years of 401(k) plan administration experience
• Strong knowledge of non‑discrimination testing and government forms, including Form 5500
• Relevant industry designation preferred
• Four‑year college degree preferred
• Excellent written and verbal communication skills
• Strong organizational skills
• High level of critical thinking
• Commitment to lifelong learning and coaching

Benefits

• Competitive base salary ranging from $70,000 to $100,000
• Salaried, non‑exempt position
• Medical, dental, disability, and life insurance plans
• Generous paid time off
• 401(k) plan with employer matching contribution
• Full support for remote work including computer and phone

Why Apply Through Jobgether?

We use an AI‑powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top‑fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre‑contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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