ESOP Senior Manager, Consulting & Compliance

Forvis Mazars, LLP; Bowling Green (KY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Job summary

Forvis Mazars, LLP is seeking a Senior Manager for Consulting in Employee Stock Ownership Plans (ESOP) in Bowling Green, Kentucky. This role focuses on managing ESOP transactions and ensuring compliance while providing exceptional client service.

The ideal candidate should possess advanced Microsoft Excel skills and a bachelor's degree in a related field, along with 7–8 years of relevant experience. Forvis Mazars offers a supportive work environment to empower employees to thrive in their roles.

Qualifications

• 7 – 8 years of experience required.
• Ability to read and interpret ESOP benefit plan documents.
• Research knowledge of ERISA and tax issues preferred.

Responsibilities

• Model ESOP feasibility scenarios for clients.
• Coordinate ESOP transactions to ensure compliance.
• Conduct compliance testing and other duties as assigned.

Skills

Proficiency with Microsoft Excel

ESOP transaction coordination

Leadership experience

Education

Bachelor's degree in Accounting, Finance, or Economics

Job description

Forvis Mazars, LLP is seeking a Senior Manager for Consulting in Employee Stock Ownership Plans (ESOP) in Bowling Green, Kentucky. This role focuses on managing ESOP transactions and ensuring compliance while providing exceptional client service.

The ideal candidate should possess advanced Microsoft Excel skills and a bachelor's degree in a related field, along with 7–8 years of relevant experience. Forvis Mazars offers a supportive work environment to empower employees to thrive in their roles.