ESOP Administration Consultant

Job not on LinkedIn

June 3

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

+4 more states

🏄 California – Remote 🌽 Illinois – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote ⚔️ Virginia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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Transition Strategies, LLC

WebsiteLinkedInAll Job Openings

B2B • Compliance • HR Tech

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

- employees

Founded 2003

🤝 B2B

📋 Compliance

👥 HR Tech

📋 Description

• Where Technical Expertise Meets Purpose-Driven Impact • Use your ESOP knowledge to help employees across the country build financial independence. • At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. • Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. • We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. • Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees. • You will be a key resource to clients navigating the complex (and highly important) world of employee ownership (ESOPs). • You’ll manage the full cycle of ESOP plan administration and build long-term, trusted relationships. • Your responsibilities include: Managing end-to-end client engagements, Performing compliance testing, including 409(p), recordkeeping, distributions, and regulatory reporting, Identifying and solving technical plan issues, Collaborating with internal teams and client contacts to ensure seamless service.

🎯 Requirements

• 4+ years of direct ESOP administration experience • Bachelor’s degree in Accounting, Finance, Economics, Math, or a related field • Advanced Excel proficiency & comfort with Microsoft Word • Excellent communication, time management, and problem-solving skills • Ability to manage complex caseloads and work independently • Flexibility to work extended hours during peak periods • Working toward QKA or QPA certification (preferred) • Experience with other plan types (401(k), DB, CB, etc.)

🏖️ Benefits

• Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) • 401(k) with company match + HSA with contribution • Generous PTO for parental leave, vacation and holiday time • Support for certifications, association dues, and professional growth • Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference