Tax Plan Administration

3 weeks ago

Waltham, United States Massachusetts Staffing Full time

Cherry Bekaert Tpa SeniorCherry Bekaert is seeking a TPA Senior to join our Core Tax team. This role focuses on providing expert third-party administration for 401(k) and other profit-sharing plans. You will play a key role in plan design, compliance testing, and regulatory reporting, ensuring our clients' retirement plans meet all legal and operational requirements. Key ResponsibilitiesDeliver comprehensive TPA services for 401(k) and profit-sharing plans.

Prepare and file Form 5500 and related schedules accurately and on time. Perform compliance testing, including ADP and ACP testing, and manage cross-tested allocations. Assist with plan design and implementation tailored to client needs. Ensure adherence to ERISA and other U.

S. laws governing retirement plans. Collaborate with clients and internal teams to resolve complex plan administration issues. Maintain proficiency in retirement plan regulations and industry best practices. QualificationsStrong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans.

Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation. Familiarity with ERISA and related compliance requirements is a plus. Excellent analytical, organizational, and communication skills. What you can expect from us:Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respectThe opportunity to innovate and do work that motivates and engages youA collaborative environment focused on enabling you to further your career growth and continuous professional developmentCompetitive compensation and a total rewards package that focuses on all aspects of your wellbeingFlexibility to do impactful work and the time to enjoy your life outside of workOpportunities to connect and learn from professionals from different backgrounds and with different culturesBenefits InformationCherry Bekaert cares about our people.

We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range: $73,500-$114,100About Cherry BekaertCherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U. S., serves clients across industries in all 50 U. S. states and internationally.

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