Accounting and Bookkeeping Specialist - Retirement Plan Expert – Hybrid in West Omaha
Omaha, Douglas County, Nebraska, 68102, USA
Listed on 2026-07-26
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Accounting
Financial Reporting, Bookkeeper/ Accounting Clerk, Financial Analyst
Accounting And Bookkeeping Specialist - Retirement Plan Expert – Hybrid Schedule In West Omaha
Elevate is proud to partner with a well-established, stable organization in Omaha to add an accounting and bookkeeping specialist to their growing team. This is a great opportunity for an organized, analytical professional who enjoys solving complex problems and managing projects from start to finish. This firm is a "hidden gem" in the Omaha area, mainly due to their consistent, heads down approach that attracts and keeps people for the long haul.
Responsibilities
- Serve as the primary contact within the accounting department regarding 401(k) and retirement questions
- Gather year-end payroll information, census data, W-2s, W-3s, and other required documentation from leaders of the organization
- Reconcile payroll and participant data against investment records to ensure accuracy before completing required forms
- Explain complex retirement plan rules in a way that everyone can easily understand and confidently act upon
- Calculate retirement plan contributions and reconcile payroll accounts to ensure everyone is on the same page
This firm has built a culture centered around trust, flexibility, and teamwork. Employees are given the autonomy to take care of their own work without micromanagement, while always having experienced teammates available for support. Once you have learned business, you will have a flexible work schedule, including the ability to work from home multiple days per week. This is a great firm that invests heavily in its people through mentorship, continuing education, profit sharing, annual bonuses, and significant opportunities for professional growth!
To learn more about this opportunity on a confidential basis, reach out to Tommy Pritchard at Elevate Search Partners, at or tpritch
Elevate's Core Values:
- Fearlessly execute…we get the job done.
- Relentlessly pursue the best version of ourselves.
- Operate with humility, kindness, and authenticity.
- Deliver beyond what is expected.
- Earn lifelong trusted advisor status.
Elevate's Mission Statement:
To provide extraordinary recruiting, selection, and career advisory services, playing a key role in helping professionals and organizations reach their full potential.
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