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Tax Qualified Retirement Programs Specialist

2 months ago

Cleveland, Ohio, United States Marcum LLP Full time
About the Role

Marcum LLP is seeking a highly skilled Tax Director to join our team in the Compensation & Benefits department. As a key member of our national firm, you will have the opportunity to take on a leadership role and contribute to the growth and success of our clients.

Key Responsibilities
  • Assist in the management and operation of a third-party administration practice for defined contribution plans, including plan design, non-discrimination testing, and tax compliance.
  • Work with clients to create and administer non-qualified deferred compensation programs, including equity-based programs and short and long-term cash-based incentive programs.
  • Consult with clients on Affordable Care Act issues, including annual compliance and dealing with IRS notices regarding non-compliance.
  • Conduct compensation studies for clients seeking to understand market levels of pay for selected positions.
  • Participate in the preparation of 'golden parachute excise tax' projections for clients who are acquiring or being acquired.
  • Research complex tax matters, demonstrating thorough knowledge of the problems, issues, and best solutions in the circumstances.
  • Set achievable 'new business' and 'cross-selling' revenue goals for current and subsequent years, utilizing the Business Development Platform to track opportunities and wins.
  • Initiate risk management strategies and tactics, identifying and communicating areas of exposure to risk, and participating in discussions to mitigate the risk.
  • Manage people and functions through coaching, decision making, problem solving, strategy & planning, delegation, leadership, and team building.
Additional Responsibilities
  • Proactively participate in professional development opportunities, such as mentoring programs, coaching, and continuing professional education courses.
  • Keep current on professional pronouncements, including tax law changes, FASB/ASC pronouncements, and other relevant industry developments.
  • Contribute to articles or other media to be included in the Firm's newsletters and/or industry publications by assisting with research and writing projects.
  • Display willingness to participate in Firm marketing and recruiting activities, helping to identify and recruit quality candidates.
  • Minimal travel to client sites may be required.
Qualifications
  • BA/BS/MS in Accounting or Tax from an accredited college or university.
  • Requires a CPA certification or a J.D.
  • Working knowledge of tax laws.
  • 7-10 years of relevant experience preferred, either in a public accounting firm, a law firm, or a consulting firm.
  • Strong technology skills with proficiency in Excel, Word, and PowerPoint.
  • Working knowledge and experience with CCH Axcess, BNA Online, and Go File Room are a plus.
  • Strong verbal and written communication skills and the ability to listen effectively.
  • Excellent judgment and the ability to work independently.
  • Very good training skills and the ability to supervise large engagements.
  • Effective time management, organizational, and analytical abilities.
  • Flexibility and openness to work on a variety of assignments; able to multi-task.
  • Work well under pressure and with a team; able to meet deadlines with accuracy.
  • Strong technical skills pertaining to tax compliance, agency correspondence, and tax research.
  • Ability to manage client relationships.