Senior ESOP & Transactions Manager

Forvis Mazars US; Bowling Green (KY); On-site; USD 85,000 - 120,000; Full time

Job summary

A large professional services firm in Bowling Green, Kentucky, is seeking an experienced Employee Stock Ownership Plan (ESOP) Senior Manager. The role demands advanced Microsoft Excel skills and a background in ESOP transactions and administration. The ideal candidate will have 7–8 years of experience, hold relevant qualifications, and be capable of coordinating ESOP activities while managing client needs effectively. This position offers on-the-job training and necessary resources to enhance client experiences.

Qualifications

• 7–8 years of experience in a related field.
• Ability to read and interpret ESOP benefit plan documents.
• Experience with technical ERISA and tax issues.

Responsibilities

• Conduct ESOP feasibility modeling.
• Coordinate ESOP transactions.
• Maintain ESOP record keeping.
• Perform compliance testing.
• Conduct repurchase obligation studies.

Skills

Proficiency with Microsoft Excel

ESOP transaction knowledge

Leadership experience

Education

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

Job description

A large professional services firm in Bowling Green, Kentucky, is seeking an experienced Employee Stock Ownership Plan (ESOP) Senior Manager. The role demands advanced Microsoft Excel skills and a background in ESOP transactions and administration. The ideal candidate will have 7–8 years of experience, hold relevant qualifications, and be capable of coordinating ESOP activities while managing client needs effectively. This position offers on-the-job training and necessary resources to enhance client experiences.