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Senior TPA k & Plan Design Specialist

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Cherry Bekaert
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Tax Accountant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior TPA: 401(k) & Plan Design Specialist
A leading tax and advisory firm in the United States is seeking a TPA Senior to join their Core Tax team in Plano, Texas. This role focuses on providing expert third-party administration for 401(k) and profit-sharing plans. Key responsibilities include delivering TPA services, preparing Form 5500, performing compliance testing, and collaborating with clients. The ideal candidate should possess strong skills in Microsoft Excel and have experience with TPA services and regulatory requirements.

The firm offers competitive compensation and a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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