ESOP, Senior Administration Consultant (*REMOTE*)
Company: CPS, Inc.
Posted on: January 16, 2022
SENIOR ESOP ADMINISTRATION CONSULTANT
This position can be located ANYWHERE in the U.S. Manage a caseload
of ESOP plans and be responsible for full plan administration.
Send annual administration packet each month and follow up until
data is received.
Code census data and review census verification.
Asset reconciliation/trust accounting.
Calculate maximum contributions and check annual limitations.
Prepare instructions for Data Processing to run allocations on the
in-house proprietary system.
File extensions for tax forms as needed.
Preparation of tax forms (including all schedules) Summary Annual
Report and invoice.
Prepare instructions for Data Processing to process distribution
Consult with clients and/or auditors regarding plan provisions.
Assist clients with IRS and DOL audits.
Identify problems/issues that need to be addressed by the Legal
Prepare major portions of Form 5310 for terminating plans.
Review 1099 forms before sending to clients.
SENIOR ESOP CONSULTANT
* REMOTE * *
5+ years ESOP plan administration experience
Looking for an intelligent self starter, strong independent worker
who will collaborate with colleagues as needed and thrive in an
MUST have impeccable communications skills and attention to
Commitment to the highest level of service - accountable and
Keywords: CPS, Inc., Miami , ESOP, Senior Administration Consultant (*REMOTE*), Accounting, Auditing , Miami, Florida
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