What are the responsibilities and job description for the Consultant, Employee Stock Ownership Plan position at Forvis Mazars, LLP?
General information
Name
Consultant, Employee Stock Ownership Plan
Posting Title
Consultant, Employee Stock Ownership Plan
Ref #
2236130
Date Published
Tuesday, December 2, 2025
City
Bowling Green
State
Kentucky
Country
United States
Job Category
Other Consulting Services
Advertised Location
US-KY-Bowling Green
Working time
Full Time
Description & Requirements
Forvis Mazars seeks a client-focused professional to work as an Employee Stock Ownership Plan (ESOP) Consultant. This position would be a great match for a business professional with ESOP transaction and administration experience interested in working for a large professional services firm.
You will work with engagement teams and clients to recognize problems and propose sensible solutions that balance the client's needs and the firm's risk appropriately. You should have advanced Microsoft Excel skills. The chosen candidate will receive on-the-job training and be given the tools and resources to enable them to provide an unmatched client experience.
What You Will Do:
- ESOP record keeping
- Compliance testing
- Repurchase obligation studies
- ESOP feasibility modeling
- Other duties as assigned
Minimum Qualifications:
- Proficiency with Microsoft Excel including macros, formulas, and other advanced functions
- Bachelor's degree in Accounting, Finance, Economics, or a related field preferred
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FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.