Senior ESOP Administration Consultant

Job not on LinkedIn

🕒 March 3

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Logo of Transition Strategies, LLC

Transition Strategies, LLC

1 - 10 employees

Founded 2003

🤝 B2B

📋 Compliance

👥 HR Tech

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.

📋 Description

• Administering a caseload of complex ESOP clients • Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping • Preparing and reviewing government filings (e.g., Form 5500) • Serving as the main point of contact for client communication • Reviewing plan documents and resolving technical questions • Supporting and mentoring junior team members • Participating in special projects or initiatives as needed

🎯 Requirements

• Bachelor’s degree required (Accounting, Finance, Math, or Economics preferred) • 10+ years of experience working specifically with ESOPs • Strong knowledge of ESOP-related compliance testing, including 409(p) • Experience in plan review and technical interpretation • QPA or QKA certification preferred or in progress • Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word • Excellent communication, time management, and problem-solving skills • Ability to work more than 40 hours per week during peak times

🏖️ Benefits

• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) • 401(k) with company match + HSA/FSA with company contribution • Generous PTO for vacation, holidays, and parental leave • Support for professional development, certifications, and association dues • A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings • Employee-led committees and opportunities to participate in charitable initiatives and internal projects

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