Tax-exempt Account Manager

Nova401

Remote, USA
Base: $70,000 - $100,000; bonus/equity: not specif...
Fully remote
Client and advisor relationships
401(k) plan administration
Non-discrimination testing
Nova401 is seeking a remote Tax-exempt Account Manager with expertise in 401(k) plan administration. The role focuses on client and advisor relationships while providing opportunities for professional growth and a supportive work environment

Job Summary

  • Nova 401(k) Associates is seeking fully remote DC Account Managers with a specialty in tax-exempt entities.
  • The role involves maintaining client and advisor relationships, managing a caseload of 401(k) plans, and ensuring compliance with testing and government forms.
  • The company offers a competitive compensation package, generous PTO, and financially supports professional designations and training.

Matching Summary

Match Score: 85

Nova401 is seeking a remote Tax-exempt Account Manager with expertise in 401(k) plan administration. The role focuses on client and advisor relationships while providing opportunities for professional growth and a supportive work environment.

Salary

Base: $70,000 - $100,000; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, disability, life insurance, 401(k) plan, HSA

Skills & Requirements

Must-have

  • client and advisor relationships
  • 401(k) plan administration
  • non-discrimination testing
  • Form 5500 preparation

Nice-to-have

  • lifelong learning and coaching
  • team environment collaboration
  • consult with clients on plan design

Key Requirements

  • Five or more years of 401(k) plan administration experience
  • Excellent knowledge of non-discrimination testing and Form 5500
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking

Work Rights

Must be authorized to work for any US employer

Tailored Resume

Cover Letter