Description & Requirements You will work with engagement teams and clients to recognize problems and propose sensible solutions with an appropriate balance between clients' needs and the firm's risk. You should have advanced Microsoft Excel skills. The chosen candidate will receive on-the-job training and be given the tools and resources to enable them to provide an unmatched client experience.
What You Will Do: - ESOP feasibility modeling
- ESOP transaction coordination
- ESOP record keeping
- Compliance testing
- Repurchase obligation studies
- Other duties as assigned
Minimum Qualifications: - Proficiency with Microsoft Excel including macros, formulas, and other advanced functions
- Bachelor's degree in Accounting, Finance, Economics or a related field preferred
- 7 - 8 years of experience
- Ability to read and interpret ESOP benefit plan documents and research technical ERISA and tax issues preferred
- Held one or more prior leadership positions with oversight of multiple team members
#LI-BG
#LI-LW2
