What are the responsibilities and job description for the Managing Director position at Forvis Mazars?
Forvis Mazars Wealth Advisors, LLC, a wholly owned subsidiary of Forvis Mazars LLP, has an opening for an experienced Retirement Plan Administrator, within its Retirement Plan Consulting practice. This position requires outstanding analytical abilities, attention to detail, accuracy, and problem-solving ability. Candidates must possess excellent verbal and written communication skills and the ability to provide an extremely high level of service to our clients. Have the chance to work with great people and experience rewarding career opportunities.
How you will contribute:
- Review plan census information to determine eligibility and calculate vesting
- Review plan document provisions to determine if the plan is operating accordingly
- Analyze annual compliance exams for non-discrimination, coverage, and other issues
- Assist with the review and processing of participant distribution and loan requests
- Prepare various governmental filings and notices to plan sponsors and participants
We are looking for people who have Forward Vision and:
- Achievement of, or ability to work towards related industry designations
- Demonstrated attention to detail, time management, strong communication skills, and ability to work independently
- Excellent written and verbal skills
- Ability to coordinate and work on multiple, concurrent projects
- Ability to complete assignments with minimal supervision
- Passion for serving clients
Minimum Qualifications:
- Bachelor's degree, preferably in accounting or finance
- The ability to work expanded work hours is required from January through April
- At least 10 years of retirement plan administration or accounting experience
- Experience with retirement plan software
- Experience with ERISA documents including amendments, restatements, SPD, and SMM generation
- Contribution calculations (Profit Sharing, Integration, Age-Weighted, Cross-Tested)
- Preparation of annual valuation/compliance reports
- Preparation of Form 5500
Preferred Qualifications:
- QKA, QPA or CPC designations preferred, CPA designation a plus
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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
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, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
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.
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 unsolicited referrals and/or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
