What are the responsibilities and job description for the Senior Manager, Consulting - Employee Stock Ownership Plan position at Forvis Mazars, LLP?
General information
Name
Senior Manager, Consulting
Posting Title
Senior Manager, Consulting - Employee Stock Ownership Plan
Ref #
2236029
Date Published
Tuesday, November 11, 2025
City
Bowling Green
State
Kentucky
Country
United States
Job Category
Other Consulting Services
Advertised Location
US-KY-Bowling Green, US-TN-Nashville
Working time
Full Time
Description & Requirements
Forvis Mazars is seeking a client-focused professional to work as our Employee Stock Ownership Plan (ESOP) Senior Manager. 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 with an appropriate balance between clients' needs and the firm's risk. 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 feasibility modeling
- ESOP transaction coordination
- ESOP record keeping
- Compliance testing
- Repurchase obligation studies
- 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
- 7 - 8 years of experience
- Ability to read and interpret ESOP benefit plan documents and research technical ERISA and tax issues preferred
- Held one or more prior leadership positions with oversight of multiple team members
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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.