Overview



Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:





The primary function of this position is to provide administrative and consulting services for small retirement plan clients. This will include plan design, administration, compliance testing, and Form 5500 preparation. Interaction with the plan sponsor and the financial advisor is essential.

Responsibilities

• Responsible for all aspects of plan consulting and administration for assigned book of defined contribution retirement plans including profit sharing only, Solo(k), 401(k), and 403(b) plans.
  
  


• Develop/maintain client relationship for assigned book of business.
  
  


• Consult with client regarding plan design.
  
  


• Assist in sales & marketing to prospective clients and broker relationships.
  
  


• Assist in developing internal administrative and marketing resources to expand relationship with Baker Tilly CPA staff members.
  
  


• Preparation of plan documents and amendments for assigned book of business.
  
  


• Coordination with Benefits Administrator for workload support.
  
  


• Responsible for coordinating all aspects of plan termination.
  
  


• Participation in process improvement on operational procedures.
  
  


• Assist in client billing.
  
  


• Assist in special projects, as needed.
  
  


• Preparation of Health & Welfare plan Form 5500's.
  
  


• Develop and maintain relationships with brokers for assigned books of business.
  
  


• Review work product prepared by Benefits Administrator.
  
  


• Responsible for plan conversions.
  
  

• Bachelor's degree required
  
  


• QKA designation required
  
  


• 5 plus years specific experience in retirement plan administration/consulting
  
  


• Proficient in Microsoft Office tools, including Excel, Outlook, and Word
  
  


• Ability to work independently from a remote environment and incorporate as in integral part of the Team
  
  


• Highly organized and possess strong analytical skills
  
  


• Knowledge of Relius administration software is a plus