Special Projects Account Manager

United States Digital Space LLC; United States; Remote; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Disability Insurance

Life Insurance

401(k) match

Paid time off

Work from home

Job summary

United States Digital Space LLC is seeking an experienced SPT Account Manager to advise clients on completing prior year 401(k) administration, including Form 5500 filings and annual valuations. This full-time, remote role offers a 37.5-hour week and flexible start times within the USA.

You will manage a client book of business, coordinate with internal teams, and drive timely completion of outstanding requirements while maintaining strong client relationships across professionals such as CPAs,

Qualifications

• Requires 8–10 years of 401(k) plan administration and consulting experience.
• Extensive knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) testing.
• Experience with 401(a)4 and controlled group testing; mergers and acquisitions experience.
• NIPA or ASPPA credential; ERPA a plus; strong communication & organizational skills.

Responsibilities

• Maintain a caseload of clients with missed prior year work and new clients.
• Guide clients through completion of prior year work and timelines.
• Monitor progress and ensure timely completion of tasks and deliverables.
• Coordinate with internal teams to implement corrective actions and ensure compliance.
• Cultivate and manage client relationships with professionals involved in plans.

Skills

Client consulting

Project management

Written and verbal communication

Time management

Education

NIPA or ASPPA credential

ERPA credential (a plus)

Job description

Do you excel at consulting with clients? Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? If so, the company may have a position for you!

We are hiring a Special Projects Team (SPT) Account Manager.

the company is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

The SPT Account Manager will work with clients to complete outstanding prior year administration requirements. This would include compliance testing, Form 5500 filings, and annual valuations.

Job Responsibilities:

• Maintain a caseload of clients which will be a mix of current clients and new clients with missed prior year annual administration work
• Consult and guide clients through completion of all prior year work, including:
• Monitoring project progress and ensuring all work is completed timely
• Assisting and participating in client calls regarding outstanding requirements, timelines, and deliverables
• Coordinating with internal teams to efficiently execute corrective actions and bring plans into compliance
• Cultivating existing client relationships
• Communicating with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans involved in special project work

Qualifications:

• 8-10 years of 401(k) plan administration and consulting experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience
• NIPA or ASPPA credential, ERPA a plus
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• Ability to proactively and independently manage a book of business

• High level of critical thinking Committed to lifelong learning and coachable

Compensation and Benefits:

• Base Salary $90,000 - $125,000
• Salaried, non-exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours:

• Work from home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 37.5-hour work week
• You may choose a start time between 7:30 am and 8:30 am

We get it. We listen. We communicate.