Senior Manager, Consulting - Stock Ownership Plan

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.

• ESOP feasibility modeling
• ESOP transaction coordination
• ESOP record keeping
• Compliance testing
• Repurchase obligation studies
• 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
• 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