Proficiency in Microsoft Excel, including macros and advanced functions.
Bachelor's degree in Accounting, Finance, Economics, or related field preferred.
7-8 years of relevant experience in ESOP transactions and administration.
Ability to interpret ESOP benefit plan documents and research ERISA and tax issues preferred.
Prior leadership experience overseeing multiple team members.
Responsibilities
Conduct ESOP feasibility modeling to assess potential benefits.
Coordinate ESOP transactions to ensure smooth execution.
Manage ESOP record keeping for compliance and accuracy.
Perform compliance testing to meet regulatory standards.
Conduct repurchase obligation studies to evaluate financial implications.
Assist with additional duties as assigned to support team objectives.
Benefits
On-the-job training to enhance professional skills.
Access to tools and resources for delivering exceptional client service.
Opportunity to work in a large professional services firm.
Full Job Description
General information
Name
Senior Manager, Consulting
Posting Title
Senior Manager, Consulting - Employee Stock Ownership Plan
Ref #
2236029
Date Published
Tuesday, November 11, 2025
City
Bowling Green
State
Kentucky
Country
United States
Job Category
Other Consulting Services
Advertised Location
US-KY-Bowling Green, US-TN-Nashville
Working time
Full Time
Description & Requirements
Forvis Mazars is seeking a client-focused professional to work as our Employee Stock Ownership Plan (ESOP) Senior Manager. This position would be a great match for a business professional with ESOP transaction and administration experience interested in working for a large professional services firm.
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
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About Forvis
Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
