COMPLIANCE SPECIALIST

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%.