13 дней назад
Tax Senior Manager (Compensation & Benefits - Retirement Plans)
149 800 - 301 400$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Tax Senior Manager (Compensation & Benefits - Retirement Plans): Advising clients and colleagues on qualified retirement plans, 401(k) plans, IRAs, ESOPs, and employee benefits with an accent on regulatory compliance, plan design, and operational issues. Focus on researching legislative and IRS developments, resolving complex plan corrections, training professionals, and coordinating retirement plan matters with tax and transaction advisory specialists.
Location: Chicago; consistent onsite presence during core business hours and regular reporting to a firm office are required, with travel to client sites as needed.
Salary: $149,800–$301,400 annually, plus eligibility for a discretionary performance-based bonus.
Company
provides professional services to middle-market clients globally, including tax, compensation, benefits, and retirement plan advisory services.
What you will do
- Research, analyze, and advise on qualified retirement plans, 401(k) plans, IRAs, ESOPs, and employee benefits.
- Support plan design, compliance reviews, operational issues, corrections, and transaction-related retirement plan matters.
- Monitor legislative, regulatory, and IRS developments and communicate their impact to clients and engagement teams.
- Prepare and review technical memoranda, written guidance, articles, and client communications.
- Train professionals on qualification requirements, operational compliance, correction programs, and fiduciary considerations.
- Collaborate with executive compensation, payroll tax, corporate tax, and transaction advisory specialists.
Requirements
- Bachelor’s degree in Accounting or a related field.
- Active CPA license in the state of residence or primary office, active Enrolled Agent license, or active Attorney license.
- At least eight years of experience, including client-facing work and oversight of others.
- Strong computer skills, including Microsoft Excel proficiency.
- Clear professional communication and effective project management skills.
- Ability to maintain consistent onsite presence, work from a firm office, travel to client sites, and work extended or non-standard hours during peak periods.
Nice to have
- Experience with public and private companies, private equity, family offices, exempt organizations, and state and local governments.
- 10+ years of qualified retirement plan experience in public accounting or plan administration.
- QKA, CPC, QKC, QPA, or similar certification.
Culture & Benefits
- Competitive compensation and benefits package.
- Flexible scheduling to help balance personal and client-service demands.
- Professional environment focused on client service, quality, and development.
- Reasonable accommodation is available during the recruitment process.
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