Consultant, Stock Ownership Plan
Listed on 2026-01-23
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Finance & Banking
Accounting & Finance, Financial Analyst, Financial Consultant -
Accounting
Accounting & Finance, Financial Analyst
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.
What You Will Do- 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
Employment typeFull‑time
Job functionConsulting, Information Technology, and Sales
IndustriesProfessional Services
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