Global Services Manager

Job Summary

A Specialized Tax Services (STS) Global Employer Services (GES) Manager in our group is responsible for working with senior managers and directors to assure successful operations and financial growth of the group. The STS GES Manager is also involved in marketing the firm's actuarial products and services. This position assists in overseeing the delivery of actuarial services and completing annual activities for clients.

• Provides direction and oversight to aspects of actuarial services provided to clients
• Manages relationships and the delivery of actuarial services for key client accounts
• Prepares actuarial valuations and studies for cash balance and traditional defined benefit plans
• Performs non-discrimination testing and cross-testing with defined contribution plans
• Prepares Form 5500, Schedule SB, and PBGC Premium forms
• Assists with plan terminations
• Works collaboratively with senior managers and directors to meet company financial goals
• Assists in marketing and business development initiatives
• Develops team policies, procedures and service delivery standards
• Directs technology and systems used by employees in providing services
• Recruits, manages and trains staff
• Strives to improve the quality and consistency of product offering
• Participates in special projects and represents team initiatives
• Maintains attendance, punctuality standards, and professional appearance
• Reviews client invoices for completeness and accuracy
• Demonstrates an understanding of specifically assigned clients and their plan(s)
• Other duties as required

• Supervises the day-to-day workload of Global Employer Services seniors and staff on assigned engagements, and reviews work product
• Ensures Global Employer Services seniors and staff are trained on all relevant software
• Evaluates the performance of Global Employer Services seniors and staff, and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for Global Employer Services seniors and staff
• Acts as a Career Advisor to Global Employer Services seniors and staff, as appropriate

• Bachelor's degree, required
• Focus in Math, Actuarial Science or Business related field, preferred

• Five (5) or more years of prior experience in Actuarial services, required

• Enrolled Actuary, preferred

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
• Advanced skills in Excel including macros, pivot tables, database and time value functions, preferred

• High proficiency in English, both verbal and written (including technical writing skills), required

• Excellent verbal and written communication skills, specifically tax technical writing skills
• Solid organizational skills and ability to meet project deadlines with a focus on details
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of building and maintaining strong relationships with client personnel
• Ability to successfully interact with professionals at all levels
• Capable of effectively completing interpretations of legal documents

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000

Equal Opportunity Employer, including disability/vets