Senior Manager, Consulting

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

Senior Manager, Consulting - Employee Stock Ownership Plan

Ref #: 2236029

Date Published: Tuesday, November 11, 2025

City: Bowling Green

State: Kentucky

Country: United States

Job Category: Other Consulting Services

Advertised Location: Working time: Full Time

Description & Requirements

Forvis Mazars is seeking a client-focused professional to work as our Employee Stock Ownership Plan (ESOP) Senior Manager. This position would be a great match for a business professional with ESOP transaction and administration experience interested in working for a large professional services firm.

You will work with engagement teams and clients to recognize problems and propose sensible solutions with an appropriate balance between clients’ needs and the firm’s risk. You should have advanced Microsoft Excel skills. The chosen candidate will receive on-the-job training and be given the tools and resources to enable them to provide an unmatched client experience.

What You Will Do:

• ESOP feasibility modeling
• ESOP transaction coordination
• Compliance testing
• Other duties as assigned

Minimum Qualifications:

• Proficiency with Microsoft Excel including macros, formulas, and other advanced functions
• Bachelor's degree in Accounting, Finance, Economics or a related field preferred
• 7 – 8 years of experience
• Ability to read and interpret ESOP benefit plan documents and research technical ERISA and tax issues preferred
• Held one or more prior leadership positions with oversight of multiple team members

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.