Job Description
Job Summary:
A Specialized Tax Services (STS) Global Employer Services (GES) Manager in our group is responsible for working with senior managers and directors to assure successful operations and financial growth of the group. The STS GES Manager is also involved in marketing the firm's actuarial products and services. This position assists in overseeing the delivery of actuarial services and completing annual activities for clients.
Job Duties:
Provides direction and oversight to aspects of actuarial services provided to clients
Manages relationships and the delivery of actuarial services for key client accounts
Prepares actuarial valuations and studies for cash balance and traditional defined benefit plans
Performs non-discrimination testing and cross-testing with defined contribution plans
Prepares Form 5500, Schedule SB, and PBGC Premium forms
Assists with plan terminations
Works collaboratively with senior managers and directors to meet company financial goals
Assists in marketing and business development initiatives
Develops team policies, procedures and service delivery standards
Directs technology and systems used by employees in providing services
Recruits, manages and trains staff
Strives to improve the quality and consistency of product offering
Participates in special projects and represents team initiatives
Maintains attendance, punctuality standards, and professional appearance
Reviews client invoices for completeness and accuracy
Demonstrates an understanding of specifically assigned clients and their plan(s)
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of Global Employer Services seniors and staff on assigned engagements, and reviews work product
Ensures Global Employer Services seniors and staff are trained on all relevant software
Evaluates the performance of Global Employer Services seniors and staff, and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for Global Employer Services seniors and staff
Acts as a Career Advisor to Global Employer Services seniors and staff, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required
Focus in Math, Actuarial Science or Business related field, preferred
Experience:
Five (5) or more years of prior experience in Actuarial services, required
License/Certifications:
Enrolled Actuary, preferred
Software:
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
Advanced skills in Excel including macros, pivot tables, database and time value functions, preferred
Language:
High proficiency in English, both verbal and written (including technical writing skills), required
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills, specifically tax technical writing skills
Solid organizational skills and ability to meet project deadlines with a focus on details
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of building and maintaining strong relationships with client personnel
Ability to successfully interact with professionals at all levels
Capable of effectively completing interpretations of legal documents
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
