Tax-Exempt Account Manager at Nova 401(k) Associates
This role is designed for experienced 401(k) retirement professionals who want to specialize in the tax-exempt sector (403(b) and similar plans). While labeled
Work type: remote
Location: Remote
Salary: $70,000 – $100,000/yr
Type: Full-time
This role is designed for experienced 401(k) retirement professionals who want to specialize in the tax-exempt sector (403(b) and similar plans). While labeled as "Sales," this is primarily a technical account management and plan administration role. The ideal candidate has at least five years of experience handling Form 5500 and non-discrimination testing but is looking for a path toward specialized consulting.
The standout feature of this position is the remote-first culture; the company has supported home offices for over a decade and provides all necessary equipment. The role offers a stable 37.5-hour work week with flexible morning start times, promoting a genuine work-life balance. Additionally, the company explicitly offers to train experts in 401(k) plans to become specialists in tax-exempt entities, providing a clear path for professional growth.
**You might be a good fit if you...**
* Have 5+ years of experience in 401(k) plan administration and Form 5500 preparation.
* Are comfortable acting as a consultant to clients and advisors rather than just a back-office processor.
* Want to gain expertise in tax-exempt entities without needing prior experience in that niche.
* Value a structured team environment where specialized departments (like plan documents and distributions) support your workflow.
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