Remote Tax Manager (High Net Worth)

Job Overview

We are actively seeking a meticulous and seasoned Tax Manager specializing in High Net Worth clientele to become a vital member of our remote team. This position presents an exceptional opportunity to engage with a collaborative group dedicated to delivering comprehensive retirement plan services across various operational functions, including Plan Management, Onboarding, Conversions, Compliance, and more.

Key Responsibilities

• Exhibit in-depth expertise with the OmniPlus system, leveraging its features to efficiently manage retirement plan transactions.
• Oversee and process contributions, distributions, adjustments, and reconciliations with precision, ensuring seamless transaction execution.
• Identify, classify, and rectify Not In Good Order (NIGO) transactions to uphold compliance and adhere to client expectations.
• Ensure all transactions align with regulatory requirements, particularly in relation to Form 5500 reporting.
• Conduct thorough validations to detect discrepancies and verify data integrity, thereby mitigating errors and potential risks.
• Utilize analytical and problem-solving skills to investigate transaction issues, discern root causes, and implement solutions that meet both client and regulatory needs.
• Provide exemplary customer service by effectively communicating with clients to address inquiries and resolve issues promptly.
• Demonstrate the ability to work independently in a remote setting while maintaining productivity and meeting deadlines.
• Collaborate with internal teams to address complex challenges, enhance processes, and contribute to team objectives.
• Proficiently utilize Microsoft Office Suite and remote collaboration tools, with a readiness to learn and adapt to emerging technologies.
  
  

Career Growth Opportunities

We are recruiting for multiple positions across our retirement services division, including:

• Plan Managers: Responsible for overseeing retirement plan administration, managing client relationships, ensuring compliance, and leading a team of Plan Administrators.
• Plan Administrators: Focused on supporting plan administration, particularly in handling pay-in and pay-out transactions, with experience in OmniPlus preferred.
• Senior Plan Administrators: Tasked with managing intricate transitions, adjustments, and reconciliation processes, requiring a robust background in OmniPlus and strong analytical skills.
• Client Onboarding Professionals: Facilitating the onboarding of substantial retirement plans to the OmniPlus platform, closely collaborating with clients and internal teams.
• Plan Conversion Analysts: Overseeing the transition of retirement plans from alternative platforms to OmniPlus, ensuring data accuracy and compliance.
• Compliance Analysts: Ensuring adherence to regulatory standards for all retirement plan processes, conducting audits, implementing corrective measures, and maintaining compliance documentation.
  
  

Required Skills

• Extensive experience in retirement plan administration.
• Strong communication skills for effective interaction with internal and external stakeholders, including Plan Sponsors and Client Management Services.
• Ability to manage multifaceted tasks with meticulous attention to detail and a client-focused approach.
  
  

Qualifications

• A Bachelor's degree in Finance, Business, or a related field is preferred.
• Familiarity with OmniPlus and other recordkeeping systems is advantageous.
  
  

This role provides an opportunity to significantly influence the retirement services industry, with your contributions directly impacting client satisfaction and operational efficiency. If you are passionate about retirement services and eager to join a dynamic, growth-oriented team, we invite you to apply.

Employment Type: Full-Time