From day one, experience our difference. Our management consulting team focuses 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.
Create engagement letters outlining framework of
Create,track and confer with clients regarding data requests.
Analyze and prepare invoices for highest realization and follow-up on accounts receivables directly with client for Form 5500 engagements.
with clients on Forms 5500, Forms 8955-SSA, and Summary Annual Reports. Specifically, prepare, analyze and investigate various complex forms for small and large retirement plans, funded and unfunded welfare plans, and master
Lead solutions for various Form 5500 reporting issues.
Proactively interact with key client management and internal contacts to gather information, resolve Form 5500 related issues, and make recommendations for business and
process improvements that will directly impact the profitability of the engagement. Must be able to think through information received and make decisions based on own interpretation of the form and data received.
May have involvement in growing the
business model within an increasingly complex technical area of the Firm. Specifically, will work directly with the client that will result in practice development opportunities including presentations and displaying technical expertise to gain confidence
Streamline recordkeeping processes for Form 5500 engagements and look for opportunities to incorporate process improvements.
Ensure compliance with laws as well as with Firm policies and procedures. Must understand risks with
engagements and filings.
Assist plan auditors in formulating responses to clients’ questions, in problem resolution and in form interpretation.
Other duties as assigned.
Associate's degree required, Bachelor's degree is preferred.
3 years of experience in an employee benefits related field, professional legal, tax, or accounting services environment are
preferred, but not required. Accounting or finance skills are preferred.
Form 5500 experience is highly preferred. Prior experience as a Benefit Specialist with specific Form 5500 preparation experience is a strong desire for
Be constantly engaged with staff and clients to exchange information. Must be able to effectively think and process data, facts and figures in these situations.
Strong client service orientation and approach combined with
creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities.
Possess strong, proven organizational skills and the ability to
successfully prioritize and handle multiple engagements and competing matters.
Highly motivated and take ownership of personal and professional growth and development.
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. 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