Consulting with clients and managing a diverse portfolio, the full-time Special Projects Account Manager will guide clients through prior year administration work while working remotely. Key responsibilities: Maintain a caseload of clients, including both current and new clients with outstanding prior year administration tasks Consult and assist clients in completing prior year work, ensuring timely project progress and compliance Coordinate with internal teams and communicate with various professionals to cultivate client relationships and address project requirements Required qualifications: 8-10 years of experience in 401(k) plan administration and consulting ERPA or Enrolled Agent designation required, or commitment to obtain within a specified timeframe Superior knowledge of 401(k) testing, including ADP/ACP, 415, and controlled group testing Experience with mergers and acquisitions Ability to independently manage a book of business with strong critical thinking skills