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ESOP, Senior Administration Consultant (*REMOTE*)

Company: CPS, Inc.
Location: Austin
Posted on: January 15, 2022

Job Description:


This position can be located ANYWHERE in the U.S. Manage a caseload of ESOP plans and be responsible for full plan administration.
Duties include:

Send annual administration packet each month and follow up until data is received.
Code census data and review census verification.
Asset reconciliation/trust accounting.
Calculate maximum contributions and check annual limitations.
Prepare instructions for Data Processing to run allocations on the in-house proprietary system.
File extensions for tax forms as needed.
Preparation of tax forms (including all schedules) Summary Annual Report and invoice.
Prepare instructions for Data Processing to process distribution packets.
Consult with clients and/or auditors regarding plan provisions.
Assist clients with IRS and DOL audits.
Identify problems/issues that need to be addressed by the Legal Department.
Prepare major portions of Form 5310 for terminating plans.
Review 1099 forms before sending to clients.

* REMOTE * *
5+ years ESOP plan administration experience
Looking for an intelligent self starter, strong independent worker who will collaborate with colleagues as needed and thrive in an autonomous environment.
MUST have impeccable communications skills and attention to detail.
Commitment to the highest level of service - accountable and reliable.

Keywords: CPS, Inc., Austin , ESOP, Senior Administration Consultant (*REMOTE*), Accounting, Auditing , Austin, Texas

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