Wilson-McShane Corporation, a third-party administer for Taft Hartley funds, is seeking a full-time Compliance Specialist in our Bloomington, MN office.
Essential duties and responsibilities include the following:
- Manage annual audits for Taft-Hartley Funds including coordinating schedules for onsite audits with external auditors.
- Prepare & upload all required documentation for audits and coordinate with the other departments and offices.
- Request Schedule A & C responses from service providers & provide to auditors timely.
- Review audited financial statements and adjusting journal entries.
- Manage the Funds' required mailings to ensure accurate and timely reporting.
- Handle year-end state and federal tax requirements for Taft-Hartley Funds.
- Handle tax deposits for Taft-Hartley Funds as needed.
- Handle quarterly and annual tax filings for Taft-Hartley Funds as needed.
- Research and implement state and federal tax regulation changes and updates as needed.
- Assist with the development of policies and procedures for the department.
- Other duties and projects as assigned.
The schedule is 8am-5pm, Monday-Friday with a 1-hour lunch. This position is an exempt position with a compensation range of $58,000 - $63,000 per year and incudes benefits such as the following:
- Low Deductible Health, Prescription Drug and Dental Benefits
- Voluntary Vision, Accident, Critical Illness and Pet Insurance
- Flexible Spending Account (FSA)
- Employer Contribution to 401(k)-No Match Required
- 401(k) and Roth 401(k)
- Paid Holidays and Paid time off
- Dependent Care Reimbursement Account
- Life Insurance and AD&D
- Employee Assistance Program, including access to confidential counseling (virtual and in-person)
To perform the job successfully, an individual should have the following qualifications:
- Bachelor's degree required and/or 1+ years of equivalent working experience preferred.
- Strong Office 365 skills required.
- Strong written and verbal communication skills required.
- Strong analytical skills required.
- Taft-Hartley experience is preferred.
- Travel may be required up to 5%.