Career Opportunities


The following positions are currently open at Baldwin CPAs.

Our Company

We are committed to helping each of our clients succeed. For this reason our employees attend specialized classes and conferences to keep up-to-date with the latest audit, accounting, and tax requirements.

Employment Opportunities 

 

Third Party Administrator -Louisville, KY

Retirement Plan Resources (RPR) - A Division of Baldwin CPAs

We are currently seeking a full-time Third Party Administrator (TPA) to join our team in our Louisville, Kentucky office. We offer a competitive compensation and benefit package along with a great culture of work/life balance!

Job Summary: Maintain client/advisor relationship; performs compliance testing; contribution calculations; Form 5500 reporting

Responsibilities:

  • Maintain effective relationships with clients and advisors

  • Interpret plan documents

  • Thorough knowledge of ERISA, IRS, & DOL regulations regarding qualified plans

  • Analyze census to determine eligibility

  • Calculate employer contributions

  • Preparation of annual non-discrimination tests (ADP/ACP; 415;402(g),416, 410(b)

  • Prepare Form 5500

  • Reconciliation of trust assets

  • Review and approve participant requested loans and distribution requests

  • Work with clients to terminate their plan

Requirements:

  • 3-5 years retirement compliance experience.

  • Preferred Certifications; QKA, ERPA, QPA

  • Excellent communication and organization skills

  • Problem solving ability

  • Ability to work in a fast paced team environment

  • Working knowledge of Microsoft Office (Word, Excel, Outlook)

  • Working knowledge of FIS Relius compliance software a plus

  • Ability to ensure timely and accurate completion of compliance testing, valuation reporting and tax filings.



Intern/Co-Op Positions

Interns at Baldwin provide support to all employees allowing for well-rounded experience in the Accounting field. From basic bookkeeping to tax returns, interns can make their experience what they want it to be. For further information on Intern positions or other positions with the firm, please contact Lisa Marcum or call 859-626-4966.

 

Equal Opportunity Employer

 

Applicants have rights under Federal Employment Laws
OFCCP Equal Employment Opportunity Posters
Employee Polygraph Protection Act (EPPA) Poster