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CPA - Consultant - Qualified Retirement Plans and/or IRAs at Ascensus in San Juan, Puerto Rico

Posted in Other 30+ days ago.





Job Description:


Responsibilities:


  • Research, analyze and interpret legislative or regulatory guidance.

  • Calculate and prepare IRS and DOL corrections for clients.

  • Conduct audits of clients' procedures and practices.

  • Provide qualified retirement plan and/or IRA technical helpdesk support to internal and external clients.

  • Participate in special projects as assigned.

  • Any of the following responsibilities may be assigned based on individual skill set:

    • Review, analyze or draft retirement documents and related notices and forms.

    • Draft and conduct training to internal or external clients.

    • Draft content for internal or external technical announcements or publications.



Requirements:


  • Bachelor's degree required. Preference given to a degree in public accounting, finance, or related field.

  • Experience in any of the above responsibilities or related field preferred.

  • CPA certification required.



Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.



Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").




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