Associate - Compliance & Audit Team

The Role

· Partner with WTW client service teams to support clients annual Health & Welfare Form 5500 filing(s).

• In collaboration with Compliance & Audit colleagues, research related Form 5500 compliance issues, draft responses and assist with client meetings and presentations
• Support questions from our offshore team to related to Filings, Schedule As and general process questions
• Provide updates to clients and client teams on filing preparation status
• Review prepared draft Form 5500 filings ready for publication to clients for final e-filing.
• Review draft Summary Annual Reports (SAR) to clients for distribution

· Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

· Ensure all filings are following internal Excellence/technical review process prior to publication to clients

· Strive to publish filings at least 60 days before filing date.

· Contribute to the development of new tools and processes to improve turnaround time of filings

· Lead trainings on our process and worksheets to new WTW colleagues and offshore team members

The Requirements 

• Minimum of 6 years’ experience having prepared Form 5500 filings
• Experience leading a team
• Preference for experience preparing Trust filings
• Prior experience in a professional services firm, insurance company or legal environment preferred
• Knowledge of IRC and ERISA and ability to research issues involving IRC and ERISA
• Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges
• Certified Public Accountant certification preferred but not required
• Proven record of working on multiple projects
• Detail oriented
• Experience with FT William 5500 software preferred

Compensation and Benefits 

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

Compensation 

The base salary compensation range being offered for this role is $75,000-$80,000 USD per year. 

This role is also eligible for an annual short-term incentive bonus

Company Benefits 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): 

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) 

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off.

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

EOE, including disability/vets 

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. 

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.