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Staff Accountant- Retirement Plan Services


in Yorktown VA / FL / IL / NC / SC / TX

Logo for PBMares

PBMares Retirement Plan Services (RPS) consulting group is looking for staff to work with our team in the Norfolk office. We are the Third Party Administrator (TPA) for over 800 clients and provide services for qualified contribution and benefit plans and retirement plan design consulting. Our clients vary in size and industry. In addition to TPA services, members of our group are employee benefit, plan auditors.

What you will do:

  • Gain a working knowledge of the various retirement plan types and basic compliance rules
  • Complete annual plan administration for clients’ retirement plans, including plan reconciliations and Form 5500 preparation
  • Develops an understanding of various employer contribution allocations /calculations and non-discrimination testing
  • Learn to address administrative issues and answer clients’ questions regarding ongoing plan administration
  • Preparation of participant distribution paperwork for various investment platforms
  • Development of skills with retirement plan administration software, related software, and investment platforms
  • In addition to the RPS job duties, will also assist with the planning and performing of employee benefit plan audits
  • Perform the detailed work of audits and other assurance services for clients
  • Collects and analyzes data to detect control deficiency or non-compliance with laws, regulations, or management policies
  • Assist in drafting the financial statements for the Plan
  • Demonstrate the ability and initiative to develop the skills necessary to advance to the level of RPS Senior
  • Able to work independently to meet deadlines; while also able to effectively integrate into a team environment
  • Maintains professional appearance and demeanor reflective of the firm, and demonstrates effective organizational skills at all times
  • Self-study for ASPPA examinations and commitment to continuing professional education
  • Perform other retirement plan administration-related job duties

What you get:

  • Full benefits: medical, dental, 401K match
  • Paid Time Off
  • 9 paid holidays per year
  • Flexible work schedule to include a hybrid work environment.
  • Summer Hours- Friday half days (based on a minimum 40-hour work week)
  • Company investment of a minimum of 40 hours of learning and development annually
  • Path to Partner Program
  • The opportunity to grow and shape the future of the firm

What we require:

  • Bachelor’s degree with a major in Accounting, Finance, or a related field
  • The preferred candidate will have 150 credit hours and planning to sit for the CPA exam

How to Apply

If interested please submit your resume directly to for immediate consideration.  You can also submit your application online using the "Apply Now" button below.

Apply Now

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