Client Payroll & Retirement Plan Administrator

  • Greenwood Village
  • Amg National Trust
*Position Summary:*

We are looking for an addition to our team who can be a key point of contact for internal and external clients.

*Education/Experience Requirements:*
* Minimum one year experience in payroll and payroll taxes; client interaction preferred
* Associate Degree in accounting preferred

*Knowledge and Skill Requirements:*
* Proficient in QuickBooks, MS Word, Excel and Outlook
* Enjoys learning and improving systems and processes
* Meets deadlines
* Flexible and agile to meet client needs
* Highly organized with strong attention to detail and demonstrated accuracy
* Excellent verbal and written communication skills
* Proactively resolves issues and keeps clients apprised of progress to ensure highest level of customer service and satisfaction
* Advanced ability to prioritize, problem-solve and multi-task with high attention to detail
* Professionally interacts with all levels of client contacts and plan participants
* Must respect and hold confidential information
* Effectively work independently and in collaboration with others

*Job Responsibilities:*
* Prepare payrolls for client small businesses, including new business and employee set up, and monthly/quarterly/annual reporting related to payroll activity
* Prepare tax payments and filings for client payrolls, IRAs and 401k plans (Federal and multiple states)
* Review, track and report on IRA & 401k contributions, distributions and loans
* Coordinate payment processes for qualified plans and IRAs
* Lead the annual Required Minimum Distribution process for qualified plans and IRAs
* Review and approve new IRA accounts and transfer requests
* Ensure timely payment and compliance with federal and state withholding tax rules
* Ensure proper reporting for Federal 945, 1099R, 5498 and other required filings and forms
* Annual Required Minimum Distribution process for qualified plans and IRAs
* Assist in preparing and gathering documentation for annual compliance audits
* Filing, printing and scanning
* Maintain utmost confidentiality and security of client information and payroll records
* Other duties as assigned

Applications will be accepted through October 31, 2024

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Disability insurance
* Employee assistance program
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Tuition reimbursement
* Vision insurance
Schedule:
* Monday to Friday



Experience:
* Microsoft Outlook: 1 year (Required)
* Microsoft Word: 1 year (Required)

Ability to Commute:
* Greenwood Village, CO 80111 (Required)


Work Location: In person

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