Senior Manager, Consulting - Employee Stock Ownership Plan

Forvis Mazars, LLP
United States, Tennessee, Nashville
1222 Demonbreun Street (Show on map)
Mar 19, 2026
General information Name Senior Manager, Consulting Posting Title Senior Manager, Consulting - Employee Stock Ownership Plan Ref # 2236029 Date Published Tuesday, November 11, 2025 City Bowling Green State Kentucky Country United States Job Category Other Consulting Services Advertised Location US-KY-Bowling Green, US-TN-Nashville Working time Full Time Description & Requirements Forvis Mazars is seeking a client-focused professional to work as our Employee Stock Ownership Plan (ESOP) Senior Manager. This position would be a great match for a business professional with ESOP transaction and administration experience interested in working for a large professional services firm. You will work with engagement teams and clients to recognize problems and propose sensible solutions with an appropriate balance between clients' needs and the firm's risk. You should have advanced Microsoft Excel skills. The chosen candidate will receive on-the-job training and be given the tools and resources to enable them to provide an unmatched client experience. What You Will Do: ESOP feasibility modeling ESOP transaction coordination ESOP record keeping Compliance testing Repurchase obligation studies Other duties as assigned Minimum Qualifications: Proficiency with Microsoft Excel including macros, formulas, and other advanced functions Bachelor's degree in Accounting, Finance, Economics or a related field preferred 7 - 8 years of experience Ability to read and interpret ESOP benefit plan documents and research technical ERISA and tax issues preferred Held one or more prior leadership positions with oversight of multiple team members #LI-BG #LI-LW2 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.