Handles the preparation and mailing of required IRS Form 5500 and applicable schedules and/or annual and mid-year compliance tests for an assigned caseload.

Responsibilities:

Form 5500 functions:

  • Analyze and research data to ensure proper completion of Form 5500 and applicable schedules.

  • Prepare forms following set deadlines and quality expectations.

  • Provide communications and auditing packages to auditors and clients according to IRS regulations.

  • Answer applicable questions from auditors and clients, and assist clients with e-filing of 5500 forms and attachments.

General functions:

  • Review plan documents and understand the impact to the functions performed.

  • Under applicable guidance, assist clients with 5500 processes and/or compliance testing and overall compliance with the plans.

  • Evaluate alternative solutions and consult with other team members/manage for resolution.

Qualifications:

  • Bachelor’s degree in finance or business, or equivalent work experience.

  • Analytical skills and attention to detail.

  • Ability to prioritize work within assigned caseload.

  • Proficiency using MS Office.

Preferred Qualifications:

  • Knowledge of 5500 software.

  • Intermediate skills in MS Excel

  • Industry experience in banking or financial services

Working Conditions:

  • Office environment: Hybrid or remote location

Compensation:

The Salary for this position generally ranges between $44,000 - $52,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.