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Sr. Manager/Director - Qualified Plan Administration & Consulting

Clark Schaefer Hackett

in Remote / IN / KY / MI / OH

Clark Schaefer Hackett is a results-driven advisory and accounting firm. We are forward thinking, innovators, and problem solvers. We are passionate about helping clients succeed—and strive to be a catalyst for growth and innovation.

If you are interested in experiencing diversity within your work experience; expanding your personal knowledge base; and joining an elite community, then we have a great opportunity for you! Clark Schaefer Hackett has an opportunity for you.

The Senior Manager of Qualified Plan Administration and Consulting (QPAC) is a key leadership role responsible for overseeing the daily operations, annual reporting, compliance and financial reporting of our QPAC group. The Senior Manager will lead a team ensuring accuracy and compliance in all QPAC activities, while providing expertise and guidance to internal stakeholders and clients. The professional in this role will be a QPAC subject matter expert to internal and external constituencies, and as such must possess strong leadership skills, technical proficiency, and the ability to navigate complex regulations to ensure the financial well-being and compliance of tax-qualified retirement plans.

RESPONSIBILITIES

• Manage and oversee the daily operations of the QPAC department
• Develop and implement policies and procedures in compliance with relevant regulations and industry standards
• Ensure accurate and timely compliance and financial reporting of tax-qualified retirement plans
• Lead a team of retirement plan professionals and administrators providing guidance, training, and performance evaluations
• Collaborate with cross-functional teams, such as HR, tax, audit, and Legal, to support plan design, implementation, and maintenance
• Review and analyze annual reporting, plan documents, and regulatory filings to ensure compliance and accuracy
• Stay up-to-date with changes in regulations, tax laws, and industry trends affecting tax-qualified retirement plans
• Provide expertise and guidance on technical matters related to tax-qualified plans
• Oversee the annual external audit process, liaising with auditors to provide necessary documentation and resolve any accounting or audit issues
• Identify opportunities for process improvement and implement initiatives to enhance efficiency and accuracy within the QPAC department
• Act as subject matter expert, providing guidance and support to internal stakeholders and clients regarding tax-qualified plan matters
• Consult with existing and prospective clients finding the right solutions for their retirement plan needs
• Plan document design, integrating new and visionary options in proposed solutions
• Manage a small caseload of plans which includes performing all aspects of annual administration and preparation of governmental reporting as well as assisting plan sponsors with plan provision and operational questions
• Develop strategic and long-term relationships with financial advisors and qualified plan providers
• Cultivate relationships within the firm in order to develop and identify new opportunities for the department

REQUIRED SKILLS / COMPETENCIES

• Excellent written, and verbal and communication skills
• Strong interpersonal skills
• Leadership Vision
• Team Leadership
• Client Management
• Strong Listening Skills
• Exceptional Analytic & Problem-Solving abilities
• Extreme Detail Orientation
• Organization & Prioritization
• Customer Service Orientation

QUALIFICATIONS

Required:

• Bachelor’s degree in accounting, finance, or a related field.
• 8+ years of experience in qualified plan administration & compliance, including 2+ years in a management, or other leadership role.
• In-depth knowledge of relevant accounting standards and tax regulations governing tax-qualified retirement plans (e.g., ERISA, IRS regulations).
• Strong leadership and managerial skills with the ability to effectively lead and develop a team to excellence.

Preferred:

• CPA, QPA, QKA, ERPA or other relevant professional designation

Why Us?

The Clark Schaefer Hackett community includes trusted advisors with Clark Schaefer Hackett, Clark Schaefer Consulting, Strategic HR, and Clark Schaefer Executive Search. This elite community leverages strategic skills, financial and operational leadership, proven acumen, and technological advances to successfully provide customized solutions for every client and every engagement, and we apply this approach to our associates.

Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination.

Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.

To learn more about joining the Clark Schaefer Hackett community, please visit our Firm website, LinkedIn, or send your resume to our amazing Talent Acquisition team. We look forward to meeting you soon!

How to Apply

Interested candidates should email their resume to Eric Simmons at essimmons@cshco.com or call him at 513-746-2798.

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