Senior ESOP Manager - Transaction & Compliance Lead

Forvis Mazars US; Bowling Green (KY); On-site; USD 125,000 - 160,000; Full time

Job summary

Forvis Mazars US is seeking a client-focused ESOP Senior Manager to lead transaction and administration engagements for our ESOP clients. This role partners with engagement teams and clients to deliver compliant, efficient ESOP solutions while managing risk.

The ideal candidate has extensive ESOP experience, strong Excel skills, and a track record of leadership across multiple team members in a large professional services firm.

Qualifications

• Advanced Microsoft Excel including macros, formulas, and other functions.
• Bachelor's degree in Accounting, Finance, Economics or related field preferred.
• 7–8 years of experience in ESOP or related field.
• Ability to read and interpret ESOP benefit plan documents and research ERISA/tax issues.
• Prior leadership roles overseeing multiple team members.

Responsibilities

• ESOP feasibility modeling.
• ESOP transaction coordination.
• ESOP record keeping.
• Compliance testing.
• Repurchase obligation studies.
• Other duties as assigned

Skills

Microsoft Excel

Leadership experience

Education

Bachelor's degree in Accounting/Finance/Related field

Tools

MS Office Suite

Job description

Forvis Mazars US is seeking a client-focused ESOP Senior Manager to lead transaction and administration engagements for our ESOP clients. This role partners with engagement teams and clients to deliver compliant, efficient ESOP solutions while managing risk.

The ideal candidate has extensive ESOP experience, strong Excel skills, and a track record of leadership across multiple team members in a large professional services firm.