At Erickson, Brown & Kloster P.C. our mission is to be the premier provider of accounting, tax and consulting services, while maintaining an uncompromised standard of ethics and commitment to provide innovative and value added solutions to our
clients, employees and the community.
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 primary responsibilities of the Staff Accountant are:
Technical and Client Service Skills
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.
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.
Professional Education seminars as agreed upon with your supervisor.
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
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 working 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 mail your resume and cover letter to
Erickson, Brown & Kloster, P.C., Attn: Katrina Taylor 4565 Hilton Pkwy, Suite 101 Colorado Springs, CO 80907
or email your resume and cover letter to email@example.com, referencing Retirement Plan Administrator