Senior Retirement Plans & Compliance Strategist

RSM US LLP; Atlanta (GA); On-site; USD 150,000 - 301,000; Full time

Job summary

RSM US LLP is seeking an experienced retirement plans professional to join the Compensation and Benefits team, focusing on qualified plans, 401(k), IRAs, and ESOPs, to help clients address complex technical and operational issues.

You will work with engagement teams to interpret regulatory developments, train others, and collaborate across the firm, requiring CPA/EA/Attorney licenses and at least eight years of client-facing experience with strong Excel skills.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license.
• Minimum of eight years of experience including client facing roles and oversight of others.

Responsibilities

• Research, analyze, and consult on technical issues relating to qualified retirement plans, IRAs, ESOPs, and employee benefits.
• Review written guidance, technical memoranda, articles, and client communications related to retirement plan developments.
• Team with Washington National Tax professionals to monitor legislative, regulatory, and IRS developments affecting retirement plans and communicate implications to clients and engagement teams.
• Contribute to internal and external communications regarding new developments impacting qualified retirement plans and retirement plan administration.
• Train professionals across the firm on technical issues related to retirement plans, including qualification requirements, operational compliance, correction programs, and fiduciary considerations.
• Support clients with plan design, compliance reviews, operational issues, plan corrections, and transaction-related retirement plan matters.
• Collaborate with other specialty groups on issues that intersect with retirement plans, including executive compensation, payroll tax, corporate taxation, and transaction advisory services.

Skills

CPA license

EA license

Attorney license

8+ years experience

Microsoft Excel

Client service

Communication skills

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

RSM US LLP is seeking an experienced retirement plans professional to join the Compensation and Benefits team, focusing on qualified plans, 401(k), IRAs, and ESOPs, to help clients address complex technical and operational issues.

You will work with engagement teams to interpret regulatory developments, train others, and collaborate across the firm, requiring CPA/EA/Attorney licenses and at least eight years of client-facing experience with strong Excel skills.