Retirement Plan Administration Associate - Cbiz

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.    

CBIZ has been honored to be the recipient of several national recognitions:      

•  2024 Handshake Early Careers Winner
•  2024 Early Talent Award by Ripplematch
•  2023 Best and Brightest Companies to Work for in the Nation  
•  2023 Best and Brightest Companies in Wellness  
•  2023 Great Place to Work Certification  

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

• Perform accounting, compliance testing, and Form 5500 preparation for Defined Contribution qualified retirement plans, including 401(k) Plans
• Assist with ongoing daily retirement plan operations for clients, including plan correction transaction processing, and client communications, and consulting
• Demonstrate solid understanding and apply to individual client assignments - accounting principles, ERISA regulations, technology implementation procedures, etc.
• Complete assigned tasks by deadlines and adhere to time budgets per project
• Meet annual chargeable hour goals
• Participate in early business development activities such as: membership in qualified organization capable of referring potential engagements
• Execute administrative duties and additional team responsibilities as assigned
• Achieve industry credentials within 4 years, including QKA, CPA or similar credentials and maintain related continuing education requirements

Preferred Qualifications 

• Bachelor's Degree – Accounting (or similar related program degree)
• Internship experience in accounting or related field preferred
• Excellent interpersonal, analytical, research and project management skills

Qualifications Required

• High School Diploma or GED equivalent; Bachelor's degree preferred
• 1 year of relevant experience
• Must be able to work in a team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

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