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3 results for Portfolio Manager in Davenport, IA
- Davenport, IA
- onsite
- Permanent / Full Time
- 65000.00 - 80000.00 USD / Yearly
- <p>Join a Growing Team of Retirement Plan Professionals</p><p>Are you an experienced <strong>Retirement Plan Administrator</strong> who knows <strong>Relius inside and out</strong>? We're looking for a knowledgeable professional to manage a portfolio of retirement plans, provide exceptional client service, and play a key role in helping businesses navigate the complexities of plan administration and compliance.</p><p>This is an excellent opportunity for someone who enjoys working directly with clients, thrives in a collaborative environment, and wants to be part of a team that values expertise, professional development, and long-term growth.</p><p>What You'll Do</p><ul><li>Administer a variety of qualified retirement plans, including 401(k), profit-sharing, and cash balance plans.</li><li>Utilize <strong>Relius software daily</strong> to perform plan administration, compliance testing, reporting, and annual processing.</li><li>Prepare and review Form 5500 filings and related compliance documents.</li><li>Conduct annual testing, including ADP/ACP, top-heavy, coverage, and nondiscrimination testing.</li><li>Calculate employer contributions and participant allocations.</li><li>Process participant distributions, loans, rollovers, and hardship withdrawals.</li><li>Review census and payroll data to ensure accuracy and compliance.</li><li>Consult with plan sponsors regarding plan operations, regulatory requirements, and best practices.</li><li>Coordinate with advisors, recordkeepers, custodians, and payroll providers.</li><li>Assist with plan terminations, mergers, acquisitions, and corrective actions when necessary.</li></ul><p>Why You'll Love This Opportunity</p><ul><li>Work with a diverse client portfolio and a variety of retirement plans.</li><li>Join a collaborative team that values knowledge sharing and professional growth.</li><li>Gain exposure to complex retirement plan consulting and compliance projects.</li><li>Opportunity for advancement as your expertise grows.</li><li>Stable organization with a strong reputation and long-term client relationships.</li></ul><p>The Ideal Candidate</p><p>This role is perfect for a retirement plan professional who is confident using <strong>Relius</strong>, enjoys solving complex compliance questions, and wants to be a valued resource for both clients and colleagues. If you're looking for a position where your <strong>Relius expertise</strong> will be put to use every day and where you can continue to grow your career, we'd love to hear from you.</p>
- 2026-11-04T17:18:45Z
- West Branch, IA
- onsite
- Temporary / Contract
- 20.00 - 22.00 USD / Hourly
- <p><strong>Accounts Payable Specialist (Long-Term Contract)</strong></p><p>West Branch, IA | Manufacturing Environment | Long-Term Contract</p><p><br></p><p>Are you an experienced Accounts Payable professional who thrives in a fast-paced, high-volume environment? We are partnering with a growing manufacturing company in the West Branch area seeking a detail-oriented <strong>Accounts Payable Specialist</strong> to support day-to-day invoice processing and vendor payment operations.</p><p><br></p><p>What You'll Be Doing:</p><ul><li>Process a high volume of vendor invoices accurately and efficiently</li><li>Match invoices to purchase orders and receiving documentation</li><li>Research and resolve invoice discrepancies and vendor inquiries</li><li>Code invoices and ensure proper approvals are obtained</li><li>Prepare and process weekly check runs and electronic payments</li><li>Maintain vendor records and assist with onboarding new vendors</li><li>Reconcile vendor statements and assist with month-end AP activities</li><li>Collaborate with purchasing, operations, and accounting teams to ensure timely payment processing</li></ul><p><br></p>
- 2026-10-29T20:43:46Z
- Davenport, IA
- onsite
- Permanent / Full Time
- 95000.00 - 110000.00 USD / Yearly
- We are looking for an experienced Tax Manager to join a public accounting team. This role will lead complex tax engagements for business clients while providing practical guidance on compliance, planning, and reporting matters. The ideal candidate brings strong technical tax knowledge, a client-focused approach, and the ability to manage multiple deadlines in a fast-paced services environment.<br><br>Responsibilities:<br>• Lead the preparation and review of corporate tax filings and related workpapers to ensure accuracy, completeness, and timely submission.<br>• Oversee annual income tax provision activities, including analysis, documentation, and coordination with client stakeholders.<br>• Advise clients on sales and use tax matters, using CCH Sales Tax resources to support research and compliance needs.<br>• Manage tax engagements from planning through final delivery, balancing workloads, priorities, and deadlines across multiple accounts.<br>• Utilize CCH ProSystem fx and related tax software to streamline return preparation, review processes, and reporting.<br>• Provide guidance on entity formation considerations, including tax implications and structural recommendations for new or evolving businesses.<br>• Mentor tax staff and senior team members by reviewing work, offering technical direction, and supporting ongoing career development.<br>• Maintain strong client relationships by communicating findings, resolving issues, and identifying opportunities for tax planning improvements.
- 2026-11-06T03:08:45Z