Remote Tax-Exempt Account Manager at Jobgether

, , Indonesia -

Full Time

Start Date

Immediate

Expiry Date

02 May, 26

Salary

100000.0

Posted On

01 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, 401k Plan Administration, Non-Discrimination Testing, Government Forms, Communication Skills, Organizational Skills, Critical Thinking, Client Service, Consultation, Collaboration, Team Environment, Plan Operation, Plan Design, Lifelong Learning, Coaching

Industry

Internet Marketplace Platforms

Description

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Account Manager - REMOTE. In this role, you will manage relationships with clients and advisors, ensuring high client retention rates while overseeing a caseload of 401(k) and retirement plans. You'll be integral in driving results within a collaborative team environment, exemplifying exceptional client service. With support from various specialized teams, you'll have all the resources needed to thrive in a dynamic work setting, dedicated to ongoing learning and professional development. \n Accountabilities Maintain and build client and advisor relationships with a high client retention rate Manage a caseload of 401(k) plans and retirement plans for tax-exempt entities Prioritize and execute workload towards weekly goals in a results-oriented team environment Provide superior client service and consultations on plan operation and design Collaborate with internal departments to ensure an excellent client experience Adhere to company policies and procedures in all work performed Communicate pro-actively with clients and advisors regarding industry developments Review and deliver required non-discrimination testing and government forms, including Form 5500 Requirements Five or more years of 401(k) plan administration experience Strong knowledge of non-discrimination testing and government forms, including Form 5500 Relevant industry designation preferred Four-year college degree preferred Excellent written and verbal communication skills Strong organizational skills High level of critical thinking Commitment to lifelong learning and coaching Benefits Competitive base salary ranging from $70,000 to $100,000 Salaried, non-exempt position Medical, dental, disability, and life insurance plans Generous paid time off 401(k) plan with employer matching contribution Full support for remote work including computer and phone \n Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1

Responsibilities

The role involves managing relationships with clients and advisors while overseeing a caseload of 401(k) and retirement plans. The Account Manager will ensure high client retention rates and provide superior client service.