Tax Manager jobs in Kansas City, KS

The responsibilities of the Retirement Plan Services Manager revolve around supporting retirement plan sponsors and participants, ensuring smooth operations. Below is a general overview of responsibilities:

Client Support:

• Serve as the primary point of contact for retirement plan clients.
• Assist clients with inquiries, concerns, and requests related to their retirement plans.
• Provide guidance on plan features, investment options, contributions, and distributions.
• Address client issues promptly and effectively to ensure high levels of satisfaction.

Plan Administration:

• Coordinate the setup and maintenance of retirement plans for clients.
• Be proactive with the new enrollment process and documentation related to plan enrollment, contributions, and distributions.
• Assist the plan sponsor with understanding of regulatory compliance requirements, such as IRS and Department of Labor regulations.
• Review plan documents and amendments to ensure knowledge of how each plan operates.

Financial Analysis:

• Analyze retirement plan data and financial reports to assess plan performance.
• Provide recommendations for optimizing plan features and investment options based on client objectives and market conditions.
• Assist clients in understanding investment performance and making informed decisions based on the Investment Policy Statement created for and endorsed by each client.
• Provide quarterly investment analysis and performance and report to plan sponsor.
• Coordinate all Investment and Plan Reviews, both in person and virtual.
• Prepare all materials related to these plan reviews. The frequency is determined for each client.

Education and Communication:

• Provide onsite service on a regular basis; frequency is determined for each plan. This service is designed for individual meetings with the TFB Associate and employees who wish to meet. Topics: review of plan highlights, investments, allocation education, enrollment. Proactively communicate our rollover assistance support.
• Conduct educational sessions or seminars for plan participants to increase their understanding of retirement planning.
• Communicate plan changes, updates, and deadlines to clients and plan participants effectively.

Collaboration:

• Collaborate with the Selzer team to ensure consistency of education, service, operation, and compliance for seamless delivery to clients.
• Work closely with plan sponsors, investment advisors, and third-party administrators to address client needs and resolve issues.

Documentation and Reporting via Redtail CRM.

• Maintain accurate records of client interactions, transactions, and communications.
• Prepare reports and presentations summarizing plan activity, performance, and compliance.
• Maintain retirement plan files to ensure enrollment guides, investment models and plan forms are current and available.

Continuous Improvement:

• Stay informed about industry trends, regulatory changes, and best practices in retirement plan administration.
• Identify opportunities for process improvement and efficiency gains within the retirement plan services department.
• Participate in training and professional development activities to enhance skills and knowledge in retirement planning and administration.

Overall, the role of a Retirement Plan Services Manager involves a blend of client support, plan administration, financial analysis, education, communication, collaboration, documentation, and continuous improvement to ensure the effective management of retirement plans and the satisfaction of plan sponsors and participants.

Qualifications:

* Associate degree and 2 years of similar work experience, preferably in the financial services industry

* Securities Series licensed is a plus; 6 or 7 and 63

* Professional in demeanor and appearance, have excellent phone, writing and communication skills

* Proficient in Microsoft Office including Excel, Word, and Outlook as well as experience utilizing and maintaining a CRM system – Redtail Technology

* Candidates must demonstrate exceptional attention to detail, strong problem solving, critical thinking, time management, organizational, interpersonal, and customer service skills

* The ability to handle multiple responsibilities and consistently follow high standards of business/professional ethics when dealing with others and performing work activities is mandatory

* Must be Dependable, self-motivated and personable

* A positive attitude, flexibility in daily activities and an ability to work independently or collaboratively are a must

* Ability to travel by car; mainly in the state of Missouri (travel reimbursement is provided based on standard mileage rates)

Job Type: Full-time

Pay: $75,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person