Tax Manager responsible for providing tax technical support on employee benefits and executive compensation issues. Seeking individuals with extensive taxation experience in compensation and benefits.
Responsibilities
Provide tax technical support and insight to team members in the tax, audit, consulting and internal HR practices on employee benefits and executive compensation issues affecting projects for the team's clients; this may include ERISA, qualified retirement plans, fringe benefits, golden parachutes, deferred compensation, and equity compensation
Brief team members on the relevant issues, attend client meetings with the team member, and review the issues with the client or its legal counsel or advisors directly. It is anticipated that the delivery of these services will involve the preparation of e-mails and planning memos, as well as conference calls and meetings
Apply relevant tax authority to real-word situations
Responsible for keeping abreast of current developments and preparing tax alerts for the Firm designed to advise team members on current developments coming out of Washington and the courts as they relate to their practice)
Draft internal and external tax communications regarding new developments in compensation and benefit matters
Responsible for both formal (internal and external participation in seminars and conferences) and informal employee benefit/executive compensation training in the context of the tax, audit and consulting practices, preparation of articles for publication in professional journals or treatises and participation in government hearings and conferences on behalf of the accounting profession
Work with other specialty groups on issues that overlap with other technical matters such as corporate taxation and partnerships
Participate in tax research projects
Develop recommendations and share with leadership to discuss and strategize
Draft internal and external communications based on IRS regulations and related guidance, and federal legislation regarding executive compensation and employee benefits
Assist the National Controversy Group with technical employee benefits/executive compensation support in connection with clients undergoing tax examinations by the Internal Revenue Service
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Requirements
Bachelor's degree in accounting or law, or a similar degree in business
CPA or JD required
Extensive knowledge and experience relating to the taxation of compensation and benefits, including IRC 409A, 83, 162(m), and 280G in both privately and publicly held companies
Minimum 7-15 years of experience in executive compensation, with emphasis on or transaction related compensation issues, and in employee benefits
5+ years of supervisory experience
10+ years of experience with a large accounting firm, law firm or relevant tax policy-making entity
Demonstrated strong research, analytical, critical thinking, and project management skills
Demonstrated excellent written and verbal communication skills
Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Ability to modify their schedule on a daily/weekly basis as tax developments occur.
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