Tax Plan Administration (TPA) Senior jobs in United States
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Cherry Bekaert ยท 1 week ago

Tax Plan Administration (TPA) Senior

positionRaleigh, NC
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$74K/yr - $114K/yr

Cherry 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, ensuring compliance with legal and operational requirements while collaborating with clients and internal teams.

AccountingConsultingFinancial ServicesWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Deliver 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

Qualification

TPA servicesADP/ACP testingForm 5500 preparationMicrosoft ExcelERISA complianceAnalytical skillsOrganizational skillsCommunication skills

Required

Strong skillset in Microsoft Excel
Experience in TPA services for qualified retirement plans
Knowledge of ADP/ACP testing
Knowledge of cross-tested allocations
Knowledge of Form 5500 preparation
Familiarity with ERISA and related compliance requirements
Excellent analytical skills
Excellent organizational skills
Excellent communication skills

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.
dateFounded in 1947
location
Raleigh, North Carolina, USA
people-size1001-5000 employees
web-link
https://www.cbh.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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Recent News

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