Kerkering Barberio
Pension Team Manager
Kerkering Barberio, Sarasota, Florida, United States, 34243
Benefits:401(k) matchingDental insuranceHealth insurancePaid time offTraining & developmentTuition assistanceVision insurancePosition Overview:
The Team Manager is a position experienced and certified in the pension services industry. The position provides quality technical and consulting service in all aspects of pension administration and compliance to the business's internal staff and client base, reviews work of staff, helps update and create internal procedures and controls, works independently and takes responsibility for assigned plans. Performance is evaluated based on quality and accuracy of work, application of practice knowledge, the ability to meet time and budget constraints, as well as client and internal deadlines, and internal and external client service.
Essential Functions:
Assist in the management of 3-6 staff membersReviews and corrects work prepared by assigned staffOversees team productivity monitoring, including weekly report generationCorresponds with clients and resolves any issuesResearch pension issues as they ariseAssists with the training of new hires and mentors current employeesKeep current with new regulations and proposed legislationAssist with design and consulting services for plans assigned to the teamPerforms general plan accounting and administration including, but not limited to:Calculates contributions and monitors deposits.Calculates loan amounts and payments.Calculates distributions and prepares necessary documentation.Monitors eligibility and vesting.Prepares plan valuations.Prepares government formsOther Functions:
Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document.Pursues training and upgrading of skills, including related professional certifications from ASPPA, IFEBP, or NIPA, as appropriate.Has a solid knowledge and understanding of the services and products offered by the KBPS.Other duties as assigned.Required Experience and Skills:
Minimum 4 years of comprehensive experience in pension administration and ERISA compliance.Strong computer skills in the areas of word processing, spreadsheets and database management.Proven reconciliation and trust accounting skills.Ability to read and understand plan documents and investment statements.Proficient verbal and written communication skills.Conducts self with integrity in a responsible, professional manner and appearance.Excellent organizational and time management skills.Ability to work independently.Willingness to self-study.Strong interpersonal skills for interaction with staff and clients.Educational/Professional Requirements:
Bachelor's degree in Business Administration, Management, Human Resources, Accounting or other related field is required or the equivalent related technical and professional experience.Currently holds and maintains Qualified 401(k) Administrator (QKA). Qualified Pension Administrator (QPA) is encouraged.Working Requirements:
Occasional overtime is expected throughout the year and is required during peak periods.Safety:
Minimal hazards.General office working conditions.May be required to lift files/boxes in the range of 10-20 pounds.
KB Pension Services, Inc. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.
We respect each of our employees' unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.
This is a remote position.
Compensation: $80,000.00 - $105,000.00 per year
Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.
Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's "Best Small Cities to Live." As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.
For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.
The Team Manager is a position experienced and certified in the pension services industry. The position provides quality technical and consulting service in all aspects of pension administration and compliance to the business's internal staff and client base, reviews work of staff, helps update and create internal procedures and controls, works independently and takes responsibility for assigned plans. Performance is evaluated based on quality and accuracy of work, application of practice knowledge, the ability to meet time and budget constraints, as well as client and internal deadlines, and internal and external client service.
Essential Functions:
Assist in the management of 3-6 staff membersReviews and corrects work prepared by assigned staffOversees team productivity monitoring, including weekly report generationCorresponds with clients and resolves any issuesResearch pension issues as they ariseAssists with the training of new hires and mentors current employeesKeep current with new regulations and proposed legislationAssist with design and consulting services for plans assigned to the teamPerforms general plan accounting and administration including, but not limited to:Calculates contributions and monitors deposits.Calculates loan amounts and payments.Calculates distributions and prepares necessary documentation.Monitors eligibility and vesting.Prepares plan valuations.Prepares government formsOther Functions:
Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm's Quality Control document.Pursues training and upgrading of skills, including related professional certifications from ASPPA, IFEBP, or NIPA, as appropriate.Has a solid knowledge and understanding of the services and products offered by the KBPS.Other duties as assigned.Required Experience and Skills:
Minimum 4 years of comprehensive experience in pension administration and ERISA compliance.Strong computer skills in the areas of word processing, spreadsheets and database management.Proven reconciliation and trust accounting skills.Ability to read and understand plan documents and investment statements.Proficient verbal and written communication skills.Conducts self with integrity in a responsible, professional manner and appearance.Excellent organizational and time management skills.Ability to work independently.Willingness to self-study.Strong interpersonal skills for interaction with staff and clients.Educational/Professional Requirements:
Bachelor's degree in Business Administration, Management, Human Resources, Accounting or other related field is required or the equivalent related technical and professional experience.Currently holds and maintains Qualified 401(k) Administrator (QKA). Qualified Pension Administrator (QPA) is encouraged.Working Requirements:
Occasional overtime is expected throughout the year and is required during peak periods.Safety:
Minimal hazards.General office working conditions.May be required to lift files/boxes in the range of 10-20 pounds.
KB Pension Services, Inc. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.
We respect each of our employees' unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.
This is a remote position.
Compensation: $80,000.00 - $105,000.00 per year
Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.
Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine's "Best Small Cities to Live." As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.
For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.