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Senior TPA k & Plan Design Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Cherry Bekaert
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Advisor, Financial Analyst, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior TPA: 401(k) & Plan Design Specialist
A prominent tax advisory firm is seeking a TPA Senior to join their Core Tax team in Boston, Massachusetts. This role involves providing expert third-party administration for 401(k) and other profit-sharing plans, including tasks such as compliance testing and regulatory reporting. The ideal candidate should have strong skills in Microsoft Excel and TPA services, along with a solid understanding of ADP/ACP testing, cross-tested allocations, and ERISA compliance.

This position offers competitive compensation and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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