Accounting, Analysis Skills, Best Practices, Business Operations, Certified Public Accountant (CPA), Coaching, Communication Skills, Compensation and Benefits, County Ordinances, Customer Relations, Documentation, ERISA (Employee Retirement Income Security Act of 1974), Finance, Industrial Relations, Material Audit, Mathematics, Mentoring, Problem Solving Skills, Regulations, Regulatory Compliance, Retirement Plan, Retirement and Pension Management, State Laws and Regulations, Strategic Planning, Time Management, Willing to Travel, Work From Home
This role is ideal for a CPA with deep experience supporting defined contribution retirement plans who enjoys client advisory work, technical problem-solving, and mentoring junior staff.
This position offers a fully remote work environment (with the ability to travel quarterly to IL), competitive compensation, and the opportunity to work closely with business owners and professional advisors on complex, high-impact retirement plan matters.
What You'll Do
- Act as a subject-matter expert for employer-sponsored defined contribution plans (401(k), profit sharing, etc.)
- Advise clients and advisors on plan design considerations, compliance requirements, and operational best practices
- Analyze and explain quarterly retirement plan reports to trustees and key stakeholders
- Support large-plan audits by preparing documentation and reviewing audit materials
- Research and resolve advanced ERISA, IRS, and Department of Labor compliance issues
- Review work completed by less experienced analysts and provide coaching and quality oversight
- Balance multiple client deadlines while maintaining a high standard of accuracy and service
What We're Looking For
- CPA designation (required)
- Bachelor's degree in Accounting, Finance, Mathematics, or a related field
- 5+ years of experience with defined contribution plans, ideally within a Third‑Party Administrator (TPA) environment
- Strong working knowledge of ERISA and retirement plan regulations
- Experience supporting plan audits and trustee reporting
- Proficiency with retirement plan administration software (Relius preferred)
- Strong communication skills and confidence working directly with clients and advisors
Preferred (Not Required)
- ASPPA credentials such as QKA or QPA
- Experience mentoring or reviewing the work of junior staff
- Background in client‑facing or consultative roles
Compensation & Benefits
- Salary range: up to $100,000, depending on experience
- Fully remote role withquarterly travelrequired to IL
- Comprehensive health, dental, and vision coverage
- Company‑paid disability and life insurance
- Retirement plan participation
- ESOP
- Generous paid time off and paid holidays
- Continuing education and professional development support
- Unique benefits focused on long‑term financial wellness
Why This Role?
This is an opportunity to step into a true senior-level seat where your technical expertise, CPA credentials, and client-facing strengths are valued. If you enjoy strategic retirement plan work without the grind of constant travel or unpredictable hours, this role offers a strong balance of challenge, stability, and growth.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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Ultimate Staffing Services