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Retirement Planning Accountant Jobs (NOW HIRING)

Infinite Wise Solutions

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Financial Retirement Planning Professional - Remote

Atlanta, GA · Remote

$1.0K - $250K/yr (+ commission)

Accounting * Banking * Financial Services * Insurance * Tax Preparation * Business Ownership ... Advanced retirement planning education * Proven technology and planning systems * Marketing and ...

Aspire Cpa Group

Senior Tax Accountant

Athens, GA · On-site +1

$40K - $85K/yr (+ commission)

Aspire CPA Group is looking for a senior or manager level tax accountant. CPA is preferred but not ... These services can include but are not limited to: retirement planning, life insurance and real ...

Aspire Cpa Group

Senior Tax Accountant

Athens, GA · On-site +1

$40K - $85K/yr (+ commission)

Aspire CPA Group is looking for a senior or manager level tax accountant. CPA is preferred but not ... These services can include but are not limited to: retirement planning, life insurance and real ...

Aspire Cpa Group

Senior Tax Accountant

Suwanee, GA · On-site

$40K - $85K/yr (+ commission)

Aspire CPA Group is looking for a senior or manager level tax accountant. CPA is preferred but not ... These services can include but are not limited to: retirement planning, life insurance and real ...

Aspire Cpa Group

Senior Tax Accountant

Suwanee, GA

$40K - $85K/yr (+ commission)

Aspire CPA Group is looking for a senior or manager level tax accountant. CPA is preferred but not ... These services can include but are not limited to: retirement planning, life insurance and real ...

Peak Retirement Planning, Inc.

Accountant

Columbus, OH · On-site

$45K - $100K/yr

... financial planning firms in the country. Peak has grown from one team member to over 60 team ... Bachelor's degree in Accounting, Finance, or related field (CPA preferred but not required)

DEBORAH L BLAIR CPA LLC

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Tax Preparer/Accountant

Timonium, MD · On-site

$32 - $45/hr

Growing CPA firm in Baltimore County is seeking ax preparers to work with businesses, individuals ... We also work with many individual clients for tax preparation, retirement planning, etc.

DEBORAH L BLAIR CPA LLC

Be Seen First

Tax Preparer/Accountant

Timonium, MD · On-site

$32 - $45/hr

Growing CPA firm in Baltimore County is seeking ax preparers to work with businesses, individuals ... We also work with many individual clients for tax preparation, retirement planning, etc.

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Retirement Planning Accountant information

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How much do retirement planning accountant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for retirement planning accountant in the United States is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $29.57 per hour, depending on experience, location, and employer.

What is a retirement planning accountant?

A Retirement Planning Accountant is a financial professional who specializes in helping individuals and businesses prepare for retirement. They provide advice on retirement savings strategies, tax implications, investment options, and retirement income planning. Their goal is to ensure clients can achieve a financially secure retirement by creating tailored plans based on clients' needs and goals. Retirement Planning Accountants often work closely with other financial advisors and estate planners to coordinate a comprehensive approach. They also help clients navigate changing laws and regulations related to retirement accounts and benefits.

How does a retirement planning accountant typically collaborate with financial advisors and clients?

Retirement Planning Accountants frequently work alongside financial advisors to develop comprehensive retirement strategies tailored to each client's goals. They analyze financial statements, assess tax implications, and provide projections to ensure clients maximize their retirement savings and meet regulatory requirements. Regular communication with both clients and advisors is essential, as accountants must clarify complex financial concepts and update plans based on changing circumstances. This collaborative approach helps deliver well-rounded, effective retirement solutions.

What are the key skills and qualifications needed to thrive as a retirement planning accountant, and why are they important?

To thrive as a Retirement Planning Accountant, you need strong expertise in accounting principles, tax laws, and financial planning, typically supported by a degree in accounting or finance and relevant certifications such as CPA or CFP. Familiarity with accounting software, tax preparation tools, and retirement planning systems like QuickBooks, Excel, and specialized financial planning platforms is essential. Exceptional analytical thinking, attention to detail, and strong interpersonal communication skills help build trust with clients and ensure accurate advice. These skills are crucial for developing effective retirement strategies, maintaining regulatory compliance, and fostering long-term client relationships.

What is the difference between Retirement Planning Accountant vs Financial Advisor?

AspectRetirement Planning AccountantFinancial Advisor
CredentialsCPA, CFP (optional)CFP, CFA (common)
Work EnvironmentAccounting firms, financial institutionsIndependent, firm-based, or corporate
Primary FocusTax strategies, retirement account managementComprehensive financial planning, investments

While both roles assist clients with retirement goals, Retirement Planning Accountants focus on tax-efficient strategies and retirement account management, often with accounting credentials. Financial Advisors provide broader financial planning and investment advice, frequently holding CFP or CFA certifications. Understanding these differences helps clients choose the right professional for their retirement needs.

Do I need a CPA for retirement planning?

A Retirement Planning Accountant typically does not need a CPA license, as their role focuses on advising clients on retirement strategies, tax implications, and financial planning. However, having a CPA can enhance credibility and provide deeper tax expertise, which may be beneficial in complex retirement scenarios. Certification in financial planning or retirement planning can also be valuable for this role.
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Retirement Planning Accountant jobs near you
Infographic showing various Retirement Planning Accountant job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, 8% Hybrid, and 15% Remote job distribution, with an average salary of $54,749 per year, or $26.3 per hour.

Sr Specialist - 401(k) Administration & Retirement Planning

Energy transfer

Houston, TX • On-site

Full-time

Retirement, PTO

Posted 13 days ago

Energy Transfer rating

9.1

Company rating: 9.1 out of 10

Based on 66 frontline employees who took The Breakroom Quiz

2nd of 87 rated oil and gas companies

Job description

Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children's Cancer Hospital, The Salvation Army, The American Red Cross, Ronald McDonald House and many more.
We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities. Come join our award winning over 13,000 strong organization as we fuel the world and each other.
Summary:
The Senior Analyst of 401(k) Administration & Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs, with primary responsibility for the 401(k) Plan and profit-sharing arrangements. The ideal candidate brings significant 401(k) administration experience, strong analytical and problem-solving skills, sound judgment, and the ability to communicate complex retirement plan concepts clearly to employees at all levels.
Key Responsibilities:
  • Administer and support the Company's defined contribution retirement programs, including the 401(k) Plan and profit-sharing plans, in accordance with plan documents and applicable legal and regulatory requirements.
  • Ensure retirement plans are administered in compliance with ERISA, the Internal Revenue Code, IRS and U.S. Department of Labor requirements, and other applicable federal, state, and local regulations.
  • Coordinate closely with Payroll and HRIS to ensure accurate integration of retirement plan data with employee wages, compensation, eligibility, deductions, and employer contributions.
  • Assist with reconciliation of payroll deductions, employer contributions, plan funding requirements, and participation data.
  • Review weekly, monthly, quarterly, and annual reports, interfaces, and exception files to confirm enrollments, deferral elections, eligibility, contributions, and participant transactions are processed accurately and in accordance with plan provisions.
  • Support Workday implementation and optimization for retirement planning function.
  • Monitor participant eligibility and calculate or validate 401(k) and profit-sharing entry dates, as required, based on applicable plan provisions and employee data.
  • Support administration of the Company's executive non-qualified deferred compensation plan, including elections, contributions, distributions, participant inquiries, data validation, and vendor coordination.
  • Coordinate and support preparation of the annual Form 5500 filing, schedules, required disclosures and notices, and responses to related information requests.
  • Analyze plan data and trends, including participation, deferral rates, contribution levels, utilization, demographics, transaction activity, and other plan metrics; develop recurring and ad hoc reporting for management.
  • Identify opportunities to enhance plan administration, controls, employee experience, communications, automation, data quality, and operational efficiency.
  • Assist with employee and retiree retirement plan communications, education materials, SPDs, required notices, and other plan-related content.
    Perform special projects, analyses, and other retirement plan responsibilities as assigned.

Requirements:
Education and/or Experience, Knowledge, Skills & Abilities:
  • 5+ years of progressively responsible experience administering large and/or complex 401(k) plans.
  • Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
  • Strong working knowledge of ERISA, the Internal Revenue Code, IRS and DOL requirements, and regulations applicable to qualified defined contribution retirement plans.
  • Demonstrated experience with 401(k) plan operations, compliance testing, payroll and contribution reconciliations, participant eligibility, and recordkeeper or third-party administrator coordination.
  • Strong analytical and creative problem-solving skills, with the ability to independently investigate complex issues, identify root causes, evaluate alternatives, and drive issues to resolution.
  • Excellent written and verbal communication skills, including the ability to explain complex retirement plan provisions and technical concepts clearly to employees, leaders, and business partners at all levels.
  • Detailed oriented and demonstrated commitment to completing assigned responsibilities with a high level of accuracy and timeliness.
  • Advanced proficiency with Microsoft Excel and strong proficiency with Microsoft Office applications; experience working with large data sets, reconciliations, lookups, pivot tables, and data analysis.
  • Strong attention to detail and demonstrated commitment to completing responsibilities with a high level of accuracy, timeliness, and documentation.
  • Ability to effectively prioritize competing tasks and manage multiple projects simultaneously while maintaining quality and meeting deadlines.
  • Ability to exercise sound judgment and discretion when handling sensitive, confidential, and personally identifiable information.

Required experience is commensurate with the selected job level:
  • The Specialist/Analyst level requires a Bachelor's degree and 2-5 years of relevant job related experience
  • The Senior Specialist/Analyst level requires a Bachelor's degree and 5-8 years of relevant job related experience
  • The Lead Specialist/Analyst level requires a Bachelor's degree and 8+ years of relevant job related experience

Preferred Qualifications:
  • Bachelor's degree in Human Resources, Finance, Accounting, Business, or a related field.
  • Workday experience.
  • Experience supporting non-qualified deferred compensation plans.
  • Experience with retirement plan audits, Form 5500 preparation, plan governance, and operational correction processes.
    Experience in a large, multi-entity, or complex payroll and HRIS environment.

Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
  • Usually, normal office working conditions.
  • Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
  • Occasional overnight travel may be required.
  • Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.

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