What are the responsibilities and job description for the Compliance Specialist position at WILSON-MCSHANE CORPORATION?
Wilson-McShane Corporation, a third-party administer for Taft Hartley funds, is seeking a full-time Compliance Specialist in our Bloomington, MN office.
Essential duties and responsibilities include the following :
- Manage annual audits for Taft-Hartley Funds including coordinating schedules for onsite audits with external auditors.
- Prepare & upload all required documentation for audits and coordinate with the other departments and offices.
- Request Schedule A & C responses from service providers & provide to auditors timely.
- Review audited financial statements and adjusting journal entries.
- Manage the Funds’ required mailings to ensure accurate and timely reporting.
- Handle year-end state and federal tax requirements for Taft-Hartley Funds.
- Handle tax deposits for Taft-Hartley Funds as needed.
- Handle quarterly and annual tax filings for Taft-Hartley Funds as needed.
- Research and implement state and federal tax regulation changes and updates as needed.
- Assist with the development of policies and procedures for the department.
- Other duties and projects as assigned.
The schedule is 8am-5pm, Monday-Friday with a 1-hour lunch. This position is an exempt position with a compensation range of $58,000 - $63,000 per year and incudes benefits such as the following :
To perform the job successfully, an individual should have the following qualifications :
Salary : $58,000 - $63,000
