Senior Manager, Consulting - Employee Stock Ownership Plan

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

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
• 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

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. 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.