Daily Processing Specialist

Are you great with numbers, driven, and looking for an exciting career change?

Retirement Plan Consultants LLC is a rapidly growing company looking to fill new position(s) in the area of client services! Specializing in hands on retirement plan administration for small to mid-size businesses, Retirement Plan Consultants LLC offers a team-based office environment with competitive compensation, good benefits and opportunity for growth.

This position will work behind the scenes for retirement plans across the country to ensure that their needs are met and will work closely with all internal departments. No prior industry experience is required.

What You’ll Do:   

  • Process daily transactions for retirement plans
  • Process ACH credits and debits
  • Data entry, posting, and verifying transactions and trades
  • Account setup and document/correspondence preparation and distribution
  • Assist as backup for customer service

Experience & Skills:

  • 2 or 4 year degree in Business or Finance preferred
  • Knowledge of retirement plans a plus
  • Organized and dependable
  • Ability to work in a fast-paced team environment
  • Excellent communication skills (written and verbal)
  • Excellent analytical skills-good with numbers
  • Must be trust-worthy, organized, and disciplined
  • Good judgment and ability to keep information confidential
  • A can-do attitude and desire to learn
  • Proficient in Excel, Word, and Outlook with above average typing skills

Job Type: Full-time

Education: Associate (Required)

Location: Norfolk, NE (Required)

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

Senior Tax Accountant

The Senior Tax Accountant is the first advisor to gather and review a client’s tax documents to prepare the necessary partnership, corporate, trust, or individual income tax returns. Frequent communication with the client is not only necessary, but also imperative to successfully meet the client’s needs. Perpetual internal communication with an administrative team and the manager/partner is also required to bolster an efficient workflow to complete accurate and timely prepared tax returns.

This is a full-time exempt position that seasonally requires long hours and some weekend work.

Responsibilities

  • Assume full responsibility for directing tax engagement and special assignments.
  • Perform tax interviews with clients for the planning and preparation of the tax returns.
  • Direct accountants and staff assistants, review programs, review working papers for accuracy and completeness and review the financial statements for suitability of presentation.
  • Follow the progress of the engagements and help resolve accounting and tax problems as they arise.
  • Take responsibility for complying with pronouncements of professional and other regulatory groups.
  • Study and evaluate the internal controls used by the client, and prepare or review the work program and time budget.
  • Assign work to staff members on the basis of their knowledge and capabilities.
  • Support the training of staff members, offer guidance and direction, and provide constructive criticism of working papers.
  • Review with the tax manager any significant tax finds that raise questions involving accounting principles or statement presentation.
  • Responsible for billing engagements on a timely manner.
  • Maintain steady contact with clients throughout the business year-know the client’s impression of the conduct of the engagements.
  • Resolve problems and supervise the preparation of the report drafts by the staff as the engagement nears completion.
  • Work directly with the client’s attorneys or brokers, taxing authority agents, and other third parties.
  • Provide wealth planning advice (investments, financial planning, retirement etc.) (would need to pass Series 65 exam)

Experience & Skills

  • Holds a CPA designation and in good standing with the State of Nebraska.
  • 5 to 10 years work experience in a public accounting firm in the tax department.
  • Energetic with a passion to grow professionally in the business world.
  • Strong attention to detail with excellent problem-solving skills.
  • Excellent communication skills (written and verbal).
  • Excellent analytical skills.
  • Ability to meet critical deadlines in a fast-paced environment.
  • Must be trust-worthy, organized, and disciplined.
  • Good judgment and ability to keep information confidential.
  • A can-do attitude and desire to learn.
  • Knowledge of Microsoft Office Series to include Excel, Word and Outlook.
  • Knowledge of ProSystemFx, Engagement, and Fixed Assets Program a bonus.

We are seeking someone with a CPA designation with 5 – 10 years work experience in a public accounting firm in the tax department and who is in good standing with State of Nebraska.

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!

Retirement Plan Regional Director-North Carolina

Retirement Plan Consultants

Retirement Plan Consultants LLC is a coordinated team of trusted financial professionals, equipped to deal with employee benefit plans. We provide an open architecture low cost recordkeeping platform, third party administration and fiduciary services. Our exclusive advisor advantage and fiduciary service protection program make us leaders in the retirement plan industry. We partner with elite advisors from across the country, allowing them to maintain the relationship, while we do the work behind the scenes. Retirement Plan Consultants LLC offers a flexible office environment with competitive compensation, good benefits, and opportunity for growth.

We are seeking a driven, team-oriented salesperson who will develop a book of business within a given territory. Education or sales experience required. Training will be provided on products and services. Job description responsibilities and opportunities include the following but are not limited to:

Job Duties

  • Grow and maintain a book of business for a given territory
  • Establish relationships with new and current partners and customers
  • Provide education to financial advisors and plan sponsors

Experience & Skills

  • 4 year degree in an applicable field
  • 3+ years of direct selling or internal sales experience
  • TPA experience or QKA designation preferred
  • Experience with Dimensional Funds or passive investment strategy
  • Strong interpersonal skills to handle client contacts
  • Experience with profit sharing and cash balance plan design a plus
  • Customer service experience a plus
  • Knowledge of retirement plans a plus
  • Motivated self-starter
  • Ability to learn and retain information in a fast-paced environment
  • Organized and dependable
  • Excellent communication skills (written and verbal)
  • Excellent analytical skills-good with numbers
  • Must be trust-worthy, organized, and disciplined
  • Good judgment and ability to keep information confidential
  • A can-do attitude and desire to learn
  • Proficient in Excel, Word, and Outlook

Benefits include, but are not limited to:

  • Health Insurance
  • Dental and Vision Insurance
  • Life Insurance
  • Short and Long Term Disability Insurance
  • Retirement Plan
  • Paid vacation and holidays

Location: Remote, applicant must be located in North Carolina

Apply Now!

Please send your your cover letter and resume to Careers@wealthfirm.info for consideration. Please put the job title in the subject line. Thank you!