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Third Party Administrator

Erickson, Brown & Kloster, P.C.

in Colorado Springs CO

Position Purpose

The Third Party Administrator is responsible contributing to the achievements of his/her group objectives including:

  • Assisting with existing Erickson, Brown & Kloster P.C.'s client accounts assigned to you by the Tax Managers or Partners.
  • Assisting with office administration including participating in group meetings, and entering your time.
  • Collaborating with team members to develop innovative accounting practices that adhere to required standards but serve our clients interests.

The Third Party Administrator (aka Retirement staff) reports to the Partners.

Position Responsibilities

The primary responsibilities to the Staff Accountant are:

  • Technical and Client Service Skills
    • Maintain required level of technical knowledge and keep abreast of current developments in the retirement plan area.
    • Prepare workpapers that reconcile the plan assets to the plan document and other documentary evidence.
    • Prepare Form 5500.
    • Research projects.
    • Assist in audits of retirement plans by the DOL or other authorities.
    • Interacts with client personnel on an as needed basis.
    • Meets rising standards of quality control.
    • Attends Continuing Professional Education seminars as agreed upon with your supervisor.
  • Administration
    • Adheres to the office administration and billing policies of Erickson, Brown & Kloster P.C. including entering time into the timekeeping system within the timing specified.
    • Participates in the firm's strategic planning process when requested and exhibits team spirit during firm functions, clients and fellow employees.
    • Advocates "best practices" suited to this practice niche.

Skills and Education Required

  • Bachelor's degree in accounting or other business degree that supports the skills needed to be a Third Party Administrator.
  • An interest in work with small businesses.
  • Good written and verbal communication skills.
  • Good research skills.
  • Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions, and follows through on commitments.
  • Positive, can-do demeanor with willingness to "dig in" and get the work done. 

How to Apply

Please fax resume and references to 719-531-0448 or email career@ebkcpa.com.


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