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Pension Benefits Analyst

Company: CS&L CPAs
Location: Bradenton
Posted on: November 4, 2018

Job Description:

CS&L CPAs is a regional certified public accounting firm that provides taxation, auditing, outsourced accounting and consulting services to individuals, businesses and organizations. Our mission is to provide exceptional solutions to our clients and to foster an enjoyable workplace based on open communication and mutual respect while encouraging initiative, professional growth, teamwork and loyalty. As a member of the CPAmerica International industry alliance, we offer our clients the best of both worlds, a local firm relationship with the resources of an international association. Our employees play a significant role in building a better working world for our people, for our clients and for our community. We are committed to providing an entrepreneurial environment, dynamic culture and we have enjoyed recognition in recent years as an award winning workplace by the Tampa Bay Business Journal and Florida Trend Magazine. We are currently expanding our team and this role is open in the Bradenton, Sarasota or Tampa offices. About this position The Pension Benefits Analyst will play an integral role in the growth of our Firm. The ideal candidate should be knowledgeable and experienced in the compliance of managing various retirement and pension plans. This person must be open to managing a book of business and be willing to bring in new clients to the Firm. The Pension Benefits Analyst will also consult with our accountants and their clients on various aspects of their current retirement and pension plans. Requirements

  • A Bachelor's degree in Business, Economics or a related field.
  • Approximately 10 years of experience in managing retirement and pension plans.
  • ERPA, CEBS, QKA and/or QPA certifications.
  • Willingness to listen to clients concerns and communicate effectively to ensure they continue to have a positive relationship with the Firm.
  • Must have thorough knowledge of Relius Admin, Government and Document programs, Microsoft Excel & Word.
  • Must be able to manage a book of business efficiently; with a willingness to bring in new clients.
  • Must have outstanding verbal and written communication skills.
  • Desire to work and collaborate in a team environment as well as work independently. Other information The Pension Benefits Analyst role is exempt. Occasional, local travel is to be expected. Perks We believe that our team is the core to our success and therefore invest heavily in their success as well by providing a highly competitive compensation and benefit packages.

    Keywords: CS&L CPAs, Bradenton , Pension Benefits Analyst, Professions , Bradenton, Florida

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