Senior Manager, Consulting

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 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.

Requirements

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
• ESOP record keeping
• Compliance testing
• Repurchase obligation studies
• 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

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

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. Know Your Rights

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.