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Employee Benefits Senior Consultant

Plante Moran

in Remote / CO / IL / MI / OH

Logo for Plante Moran

From day one, make the mark. Our different consulting groups focus on our clients’ critical business needs. From Transaction Advisory Services to Employee Benefits Consulting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have a privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.  

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means no one knows the best place for you to physically work better than you. Our staff choose their work location based on their individual day’s needs, and gives them the flexibility they need when they need it. If staff need to go into the office to collaborate, the space is there, and if they have a day where they need to focus alone, then staying home works just fine, too. 

Your role.

This role will include completion and review of retirement and welfare benefit plan Form 5500returns for various clients maintained by the Firm.

Responsibilities include but not limited too:

  • Draft engagement letters and data requests and track to ensure that both are timely sent to clients
  • Prepare and review Forms 5500, Forms 8955-SSA, and Summary Annual Reports (if applicable)
  • Proactively follow up with clients and internal staff frequently for data
  • Maintain tracking system for status of each 5500
  • Research and consult on various 5500 reporting issues
  • Respond to inquiries from the Department of Labor and Internal Revenue Service
  • Maintain a good working relationship with clients to enhance customer satisfaction
  • Proactively interact with key client management to gather information and resolve Form 5500-related issues
  • Work to gain comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements
  • Attend professional development and training sessions on a regular basis
  • Work with others to manage billing process for clients
  • Develop client presentations and participate in selling opportunities

 The qualifications.

  • 5+ years experience in a professional tax, legal or accounting services environment.
  • Form 5500 experience is required.
  • Bachelor’s degree in related field; accounting or finance preferred 

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For,” and “20 Best Workplaces in Consulting & Professional Services.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

Apply now. Experience our difference.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

The specific statements above are not intended to be all-inclusive.

How to Apply

Apply Now


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