Senior Manager, Consulting - Employee 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

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we are building something different. We are guided by a shared promise:
Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit (Use the "Apply for this Job" box below)..

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

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