Senior ESOP & Transactions Manager

Forvis Mazars US; Nashville (TN); On-site; USD 90,000 - 130,000; Full time

Job summary

A large professional services firm in Nashville is seeking an ESOP Senior Manager. Ideal candidates will possess advanced Excel skills and 7-8 years of relevant experience. Responsibilities include modeling ESOP feasibility, coordinating transactions, and ensuring compliance. Candidates should also have leadership experience and the ability to interpret complex benefit plans. This role offers on-the-job training and resources for optimal client engagement.

Qualifications

• Advanced Microsoft Excel skills including macros, formulas, and other advanced functions.
• 7–8 years of experience in a relevant field.
• Ability to interpret ESOP benefit plan documents and research 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

Experience with ESOP transactions

Leadership experience

Education

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

Job description

A large professional services firm in Nashville is seeking an ESOP Senior Manager. Ideal candidates will possess advanced Excel skills and 7-8 years of relevant experience. Responsibilities include modeling ESOP feasibility, coordinating transactions, and ensuring compliance. Candidates should also have leadership experience and the ability to interpret complex benefit plans. This role offers on-the-job training and resources for optimal client engagement.