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Tpa Accountant Jobs (NOW HIRING)

Trident

WI · On-site

... Accounting Reports To: Chief Operating Officer (COO) & Chief Financial Officer (CFO) About the Role Trident is partnering with a high-growth insurance agency and Third-Party Administrator (TPA) in ...

Louisville Ballet

Managing Director

Austin, TX · On-site

... accounting systems. * Demonstrated fluency in the use of current technology and commitment to adopting new technology. * Strong interest in and passion for TPA's purpose, values, vision and programs.

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Tpa Accountant information

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$34K

$68.3K

$108.5K

How much do tpa accountant jobs pay per year?

As of Sep 12, 2026, the average yearly pay for tpa accountant in the United States is $68,326.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is a TPA accountant?

A TPA Accountant is a professional who manages the accounting and financial reporting for Third Party Administrators (TPAs), primarily in sectors like employee benefits, insurance, and retirement plans. They ensure compliance with regulatory standards, handle plan contributions and distributions, and prepare detailed financial statements. TPA Accountants play a key role in supporting audits, maintaining accurate records, and assisting clients with complex plan-related accounting questions. Their expertise helps TPAs deliver reliable administrative services to their clients.

What are the key skills and qualifications needed to thrive as a TPA accountant?

To thrive as a TPA Accountant, you need a strong background in accounting principles, pension plan administration, and a relevant degree such as accounting or finance. Familiarity with retirement plan software, IRS compliance systems, and often a QKA or similar certification is important. Analytical thinking, attention to detail, and strong communication skills help you interpret regulations and support clients effectively. These competencies ensure accurate plan management and regulatory compliance, which are critical for client trust and the success of retirement plans.

What are some common challenges faced by TPA accountants in balancing client expectations with regulatory requirements?

TPA Accountants often navigate the challenge of meeting diverse client needs while ensuring strict adherence to regulatory standards, such as ERISA and IRS guidelines. Clients may request expedited services or unique plan features that require extra diligence to remain compliant. Clear communication, up-to-date knowledge of regulations, and strong organizational skills are essential in balancing these expectations. Collaboration with clients and internal teams helps proactively address issues and maintain both compliance and client satisfaction.

What is the difference between Tpa Accountant vs Insurance Claims Processor?

AspectTpa AccountantInsurance Claims Processor
CredentialsAccounting degree, CPA or similar certifications often preferredHigh school diploma or equivalent, some roles may require insurance-specific training
Work EnvironmentOffice setting, accounting firms, or insurance companiesClaims departments within insurance companies or third-party administrators
Industry UsageInsurance, finance, and accounting sectorsInsurance industry primarily, focusing on claims processing
Job FocusFinancial record-keeping, auditing, and complianceReviewing, processing, and settling insurance claims

The Tpa Accountant and Insurance Claims Processor roles share some overlap in the insurance industry but differ mainly in their focus. Tpa Accountants handle financial records and compliance, while Insurance Claims Processors focus on managing and settling claims. Both roles require knowledge of insurance processes, but their daily tasks and required credentials vary accordingly.

What are popular job titles related to Tpa Accountant jobs?

For Tpa Accountant jobs, the most frequently searched job titles are:

Infographic showing various Tpa Accountant job openings in the United States as of September 2026, with employment types broken down into 92% Full Time, 3% Part Time, 1% Temporary, and 4% Contract. Highlights an 87% Physical, 7% Hybrid, and 6% Remote job distribution, with an average salary of $68,326 per year, or $32.8 per hour.

Senior Plan Document Specialist | TPA Retirement Plans

Houston, TX • On-site

CBIZ, Inc.
Business Management Consulting • 5 - 10K employees
Learn more about CBIZ, Inc.external

Full-time

Retirement

Re-posted 6 days ago

CBIZ rating

8.1

Company rating: 8.1 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

Job description


#LI-JSS #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
  • Prepares and maintains Third Party Administered retirement plan documents, including amendments and restatements, for a high-volume client portfolio.
  • Provide technical support answering plan document related questions and issues
  • Assist in the design, customization, and ongoing modification of retirement plan documents to meet client objectives and regulatory requirements.
  • Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
  • Assist with answering technical questions and issues related to ERISA
  • Participates in select client interactions and supports plan design discussions, demonstrating comfort communicating plan provisions and options
  • Collaborate and communicate effectively with internal business partners and teams, including Document Team colleagues and Client Service Managers.
  • Perform additional responsibilities as assigned

Preferred Qualifications
  • Bachelor's degree
  • Minimum of 5+ years experience in TPA Plan Document support preferred
  • Qualified 401(k) Administrator (QKA) completed or in progress
  • Proficiency in FT Williams (FTW)
  • Strong knowledge of retirement plan regulations, plan document provisions, and defined benefits & defined contributions.

Qualifications
Minimum Qualifications
  • High School Diploma or GED
  • At least five years of professional, retirement plan technical, and compliance experience
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Possesses expert knowledge of pertinent laws, regulations, and professional standards
  • Expert use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others
  • Enrolled Retirement Plan Agent (ERPA) designation
  • Pursuing Accredited Pension Representative (APR) or and/or (APA) designation
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

What CBIZ employees say

Pay

Benefits

Hours and flexibility

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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