Benefits Specialist

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:
* This is an on-site role located at our New Castle, PA office location.

Responsibilities:

The Benefit Specialist position with Baker Tilly functions as part of the Retirement Plan Administration Services Team. It provides support to the Benefit Consultants in Plan Administration of defined contribution retirement plans including profit sharing, Solo(k), 401(k) and 403(b) plans (100%)

• Prepare and process participant distributions and loans.
  
• Answer participant questions regarding distributions and loans.
  
• Managing the distribution and loan process and updating procedures for changes.
  
• Communicating with investment companies and understanding their current procedure for processing loans and distributions.
  
• Enter/import and analyze plan census information.
  
• Obtain and organize plan financial statements from multiple recordkeeping platforms.
  
• Reconcile contribution and asset information.
  
• Enter/import contribution/financial information into Plan Administration Software.
  
• Enter contribution information from payroll report to recordkeeping platform based on clients' specific pay dates.
  
• Assist in annual contribution calculations.
  
• Assist in preparation of Form 5500 filings.
  
• Plan document input.
  
• Form 1099 and form 945 preparation.
  
• Assist in special projects, as needed.
  
• Other duties that may be assigned from time to time.
  

Qualifications:

• Bachelors Degree Preferred. Experience in lieu of a degree may be accepted.
• The ideal candidate will also have 1-3 years' experience in the Benefits Administration, Insurance, Customer Service, and/or Human Resource-related fields.
• This position also requires proficiency with MS Office, specifically Excel, Outlook, and Word.
• Highly organized and possess strong analytical skills.
• Good customer service skills.
• Strong math aptitude.
• Ability to multi-task and prioritize assignments based on specific deadlines.
• Able to work with multiple Benefit Consultants.
• Team interaction either in person or via Teams chat/video call on a daily basis.