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Pension Senior Associate in Kansas City, MO at CBIZ

Date Posted: 12/14/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ & MHM are devoted to providing you with a challenging, motivating environment to guide your success in the accounting profession. Training is provided through our National Training and Professional Development programs which are specifically designed to develop advanced accounting knowledge.

With more than 60 years of solid business experience and innovative thinking, CBIZ MHM, LLC – Kansas City delivers a full line of value-added accounting and tax services to a variety of industries within the middle market. As the 10th largest accounting provider in the country, we provide our clients with high quality, industry leading expertise combined with a personalized level of service delivered at the local level. From advisory, audit and tax, to valuation services and business consulting, we are known for being attentive to clients' needs and committed to maximizing all aspects of our clients' financial interests.  CBIZ MHM, LLC – Kansas City's industry groups - which include healthcare, real estate, financial institutions, construction, manufacturing, professional service organizations, and non-profit - offer clients the right balance of comprehensive services and personalized attention. 

MHM Retirement Plan Solutions (MHM-RPS) is a fast-paced, seasoned Third Party Administrator providing services to company sponsored retirement plans.  We are a wholly owned subsidiary of CBIZ MHM LLC.

MHM-RPS provides Third Party Administration services including plan design, consulting and administration of company retirement plans, such as 401(k) and 403(b) plans.  We partner with platform recordkeeping providers, providing investment advisors, plan sponsors and participants with access to participant directed investments.  We also prepare Form 5500s for Welfare Benefit Plans.

Essential Functions and Primary Duties

  • Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
  • Demonstrate understanding of the client’s business including analysis and planning of client engagements
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
  • Achieve charge hour goals
  • Review associates’ accounting, tax or auditing work: provide constructive review points
  • May supervise Associate’s on engagements
  • Train and mentor associate staff
  • May be involved in the client billing process by assisting Managers or Directors
  • Identify and begin to develop knowledge in selected specialty practice
  • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
  • Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned

Preferred Qualifications

The ideal candidate will be responsible for the following:

  • Assist with all aspects of plan administration in a balance forward and platform driven daily valuation environment.

    • Collect and review of census data, determine employee eligibility and participation

    • Reconcile trust assets to participant accounts and census

    • Prepare match and/or profit sharing calculations based on client goals and needs

    • Prepare and review coverage and non-discrimination tests, including controlled and affiliate service group considerations

    • Calculate ADP/ACP refunds, recommend appropriate correction method and work with team members to distribute timely

    • Complete and review contribution calculations (age weighted, integrated, cross tested, etc.)

    • Perform annual testing including coverage, top heavy and non-discrimination testing

    • Determine vesting and update platform recordkeeping web site

    • Prepare 5500 Forms, related schedules and other IRS Forms

  • Monitor various compliance due dates for client base (i.e. Form 5500 and various participant notices)

  • Review plan documents, understand retirement plan provisions and accurately apply to client and participant circumstances, including distributions, loans and vesting

  • Recommend and discuss with plan sponsor plan design changes

  • Convert new clients from prior platform recordkeeper to new provider, including mapping plan document provision to CBIZ MHM prototype document

  • Train and mentor team members and conduct thorough reviews of end work product

  • Maintain all aspects of client relationships

  • Must be skilled in Microsoft Office; Excel and Word required

  • Experience with Relius Administration for plan recordkeeping is desired, but not required

  • Ability to work in a fast paced environment

  • CPA, QPA or QKA is desired

  • Overtime during January to March will be expected (50 to 55 hours per week)

Minimum Qualifications Required

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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