Tax Plan Administration Senior
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Ranked among the largest accounting and consulting firms in the country and consistently a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Core Tax Services team is currently seeking a Tax Senior with experience in pension plan administration and form 5500 preparation.
As a Plan Administration Senior, you will:
- Administer a variety of retirement plans, including 401(k), profit sharing, safe harbor, and new comparability, ensuring compliance with ERISA, DOL, and IRS regulations.
- Prepare and review the filing of form 5500 and related schedules, ensuring accuracy and adherence to deadlines.
- Utilize your project management, analytical, interpersonal, and communication skills.
- Collaborate with Tax Staff and Managers in a dynamic environment.
- Provide excellent client service.
Qualifications for this role include:
- A Bachelor's degree in Accounting or related field
- Experience (typically 3-5 years) in pension plan administration, including experience preparing and reviewing form 5500
- A solid understanding of ERISA, DOL, and IRS regulations related to pension plans
- Strong analytical, problem-solving, and communication skills, both written and verbal
- Detail-oriented and highly organized, with the ability to prioritize and manage multiple projects efficiently
- ASPPA credentials preferred
What you can expect from us:
- Shared values of uncompromising integrity, a passion for excellence, and mutual respect.
- Flexibility to engage in meaningful work while enjoying life outside of the office, including a firmwide week off for the 4th of July.
- A collaborative environment focused on your career growth and continuous professional development.
- Competitive compensation and a comprehensive rewards package that addresses all aspects of your well-being.
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $72,865-$121,800. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
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