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Company

WTW · 5 hours ago

Form 5500 Expert - Project Manager

United States

Full-time

Remote

Mid Level

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ConsultingInformation Technology

H1B Sponsor Likely

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Responsibilities

Serve as day-to-day project lead, ensuring progress of the team against established objectives, budget, timeline, deliverables, and quality standards

Perform technical review of complex Form 5500 returns and communicate results to the team. Support for additional work products is preferred, but not required:

Form 990 and 990-T

Form K-1 and related state forms

Non-discrimination testing for QSLOB’s, coverage, ADP/ACP, amounts testing and/or BRF testing

Develop a trusted advisor relationship with internal and external client contacts through efficient, quality execution of projects, effective communication, and value-added consulting advice

Identify opportunities to enhance quality and/or improve processes

Build relationships internally and collaborate effectively with client teams

Delegate work, mentor and serve as a technical resource for junior colleagues

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Technical ReviewProject ManagementForm 5500Form 990Form K-1Non-discrimination TestingProcess ImprovementMentoring

Required

Apply technical and project management skills to lead a variety of 5500 and related projects for defined benefit, defined contribution, and health and welfare benefit plans

Serve as day-to-day project lead, ensuring progress of the team against established objectives, budget, timeline, deliverables, and quality standards

Perform technical review of complex Form 5500 returns and communicate results to the team

Develop a trusted advisor relationship with internal and external client contacts through efficient, quality execution of projects, effective communication, and value-added consulting advice

Identify opportunities to enhance quality and/or improve processes

Build relationships internally and collaborate effectively with client teams

Delegate work, mentor and serve as a technical resource for junior colleagues

Preferred

Support for additional work products is preferred, but not required: Form 990 and 990-T, Form K-1 and related state forms, Non-discrimination testing for QSLOB’s, coverage, ADP/ACP, amounts testing and/or BRF testing

Company

WTW

Glassdoor

3.9

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital.

Founded in 1828

London, England, GBR

10001+ employees

https://www.willistowerswatson.com

H1B Sponsorship

WTW has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (62)

2022 (65)

2021 (45)

2020 (45)