More jobs:
Consultant, Stock Ownership Plan
Job in
Bowling Green, Warren County, Kentucky, 42103, USA
Listed on 2025-12-31
Listing for:
Forvis Mazars, LLP
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance -
Accounting
Accounting & Finance
Job Description & How to Apply Below
Description & Requirements
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
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