Retirement Plan Tax Specialist
4 weeks ago
As a Retirement Plan Tax Specialist at Alvarez & Marsal Tax, LLC, you will work with a team of professionals to advise companies on qualified retirement plan issues, executive compensation matters, and other compensation and benefits topics.
You will focus on completing complex tax projects, participating in engagements requiring tax analysis and modeling, providing tax and business advice on complex transactions, and conducting tax research and writing.
With this role, you will further develop your analytical and communication skills while adding value for our clients by helping them solve complex problems.
Alvarez & Marsal Tax, LLC is a global professional services firm specializing in performance improvement and business advisory services.
We deliver specialist operational, consulting, and industry expertise to management and investors seeking to accelerate performance, overcome challenges, and maximize value across the corporate and investment lifecycles.
Research emerging issues and areas, such as Tax Reform and new SEC requirements, to keep our clients up to date on the ever-changing regulatory environment.
Aggregating data in Excel to assist with complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple plans.
Assist in identifying compliance issues in qualified retirement plans, calculating corrections, and drafting submissions for the IRS and DOL correction programs.
Review executive compensation plans and agreements to ensure compliance with various Internal Revenue Code and SEC requirements.
Benchmark compensation against market data and develop reports to support compensation recommendations.
Assist in designing annual long-term incentive awards while considering tax, accounting, and other regulatory ramifications.
Work on M&A transactions, including performing tax and HR calculations.
Assist with marketing initiatives by writing articles, preparing pitch decks, researching targets, and developing presentations.
We recognize that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.
Bachelor's degree required; Masters in Accounting/Finance/Tax, JD, or CPA (or in the process of pursuing) is a plus.
Ability to simultaneously work on several projects and effectively manage deadlines.
The annual base salary range is $65,000 - $90,000, dependent on several variables including but not limited to education, experience, skills, and geography.
In addition, we offer a discretionary bonus program which is based on a number of factors, including individual and firm performance.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan.
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