Teams at KPM CPAs, PC

Process payroll for multiple outsourced clients, ensuring accuracy, timeliness, confidentiality, and regulatory compliance. Respond to client payroll inquiries, support onboarding and timekeeping systems, process retirement contributions and benefit deductions, maintain PTO records, reconcile quarterly payroll tax reports, and assist with payroll journal entries and client service activities.

Administer and advise clients on 401(k) retirement plans, including participant enrollment, contributions, distributions, compliance, nondiscrimination testing, fee disclosures, plan documents, and IRS Form 5500 filings. The role also develops the retirement plan service line through marketing, networking, educational presentations, and industry content. Candidates need extensive client-service and 401(k) administration experience, ERISA and IRS regulatory knowledge, business development skills, and strong communication and organizational abilities.

Supervise tax responsibilities for assigned client accounts, prepare complex federal and state tax returns, ensure compliance deadlines are met, and provide tax expertise and client service. The role also involves training staff, collaborating across departments, maintaining knowledge of tax laws and planning techniques, managing multiple priorities, and applying sound judgment to risk and compliance matters.