Accounting Manager / Supervisor

Job Description

Job Description

We are looking for an experienced Benefits Accounting Manager to oversee the administration, compliance, and record-keeping of various retirement benefit plans in Fort Worth, Texas. This role involves supervising staff, ensuring regulatory adherence, and managing detailed financial processes for multiple entities. The ideal candidate will possess strong analytical abilities, advanced technical knowledge, and exceptional organizational skills to support the effective operation of defined benefit, defined contribution, and other retirement plans. Ideal candidate will have experience with Benefit Plan Audits within a large national CPA firm. This is a highly desirable employer with amazing benefits including generous 401K match and a pension plan.

Responsibilities :

• Supervise team members and oversee the administration of defined benefit, defined contribution, and other retirement plans.
• Explain complex compliance and funding issues to participants and their families in a clear and thorough manner.
• Perform detailed reconciliations of fund reports, financial statements, trial balances, and benefit payments on a regular basis.
• Prepare and manage large spreadsheets and databases using advanced Excel formulas and organizational tools.
• Review and approve plan distributions, benefit certifications, fund transfers, and participant enrollments with precision.
• Coordinate annual audits for benefit plans, including preparing financial statements, Form 5500 filings, and compliance testing.
• Assist in drafting plan documents, amendments, summary descriptions, and other essential communications for participants.
• Attend quarterly committee meetings and document meeting minutes while ensuring accurate record-keeping.
• Provide guidance to participants, auditors, and third-party agencies while exercising sound judgment and discretion.
• Oversee plan design changes, investment adjustments, and regulatory implementations for retirement plans.
• Bachelor’s degree in Accounting or Finance. CPA certification is a plus.
• At least five years of experience in accounting, finance, or retirement plan administration.
• Proven expertise in managing or auditing defined benefit and / or defined contribution plans; experience with non-standard plans is a plus.
• Prior supervisory experience or demonstrated ability to lead and manage teams effectively.
• Advanced proficiency in Excel, Word, and financial software systems.
• Strong knowledge of compliance regulations and record-keeping principles related to retirement benefits.
• Exceptional analytical and organizational skills with a keen attention to detail.
• Ability to communicate complex financial concepts clearly and professionally.