Consultant, Stock Ownership Plan

Consultant, Employee Stock Ownership Plan

Forvis Mazars seeks a client‑focused professional to work as an Employee Stock Ownership Plan (ESOP) Consultant. 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 that balance the client's needs and the firm's risk appropriately. 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.

• ESOP record keeping
• Compliance testing
• Repurchase obligation studies
• ESOP feasibility modeling
• Other duties as assigned

• Proficiency with Microsoft Excel including macros, formulas, and other advanced functions
• Bachelor's degree in Accounting, Finance, Economics, or a related field preferred

Not Applicable

Full‑time

Consulting, Information Technology, and Sales

Professional Services