ESOP Consulting MD - Strategy, Execution & Growth

Forvis-Mazars; Bowling Green (KY); On-site; USD 180,000 - 260,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Managing Director, ESOP Consulting & Administration to lead complex ESOP engagements and drive growth across the ESOP practice. You will work with business owners, trustees, and boards to design, implement, and administer ESOP solutions while mentoring professionals and shaping strategy.

The role emphasizes leadership, strong technical ESOP knowledge, and the ability to develop client relationships and revenue opportunities across service lines.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field.
• 11+ years of ESOP consulting, administration, valuation, or related employee benefits services.
• Strong knowledge of ESOP regulations, ERISA requirements, and tax laws.
• Advanced Microsoft Excel skills, including complex financial modeling.
• Proven success leading client engagements and mentoring professionals.
• Strong business development and relationship management capabilities.
• Exceptional executive communication skills.
• Ability to manage multiple priorities while delivering high-quality client service.

Responsibilities

• Lead ESOP feasibility studies, ownership transition strategies, and transaction planning engagements.
• Serve as the primary advisor for key ESOP clients, delivering strategic guidance and an exceptional client experience.
• Oversee ESOP transaction execution and coordinate activities among clients, trustees, lenders, legal counsel, valuation professionals, and internal engagement teams.
• Direct ESOP administration services, including recordkeeping, participant allocations, compliance testing, and regulatory reporting.
• Lead repurchase obligation studies and long-term forecasting analyses.
• Provide technical ESOP regulatory and tax guidance.
• Identify opportunities to expand services within existing relationships and generate new business.
• Build and mentor high-performing teams and foster a collaborative culture.

Skills

Excel modeling

Relationship management

Executive communication

Mentoring

Business development

Education

Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field

CPA/CEPA/CFA/ASA or related designation preferred

Tools

Excel

Job description

Forvis Mazars, LLP is seeking a Managing Director, ESOP Consulting & Administration to lead complex ESOP engagements and drive growth across the ESOP practice. You will work with business owners, trustees, and boards to design, implement, and administer ESOP solutions while mentoring professionals and shaping strategy.

The role emphasizes leadership, strong technical ESOP knowledge, and the ability to develop client relationships and revenue opportunities across service lines.