Tax Director/Partner,Employee Benefit Plans and Compensation 160k-350k

Full-time
Hybrid
$160,000-350,000/yr
New York, NY; Uniondale, NY; Boca Raton, FL; Palm Beach Gardens, FL

Job description

ABOUT THE POSITION:
The Tax Director/Partner with a specialty in Compensation and Benefits is a key leadership role within the tax department at Anchin, responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position requires a deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation. The Director/Partner will collaborate with internal teams and external clients to ensure compliance with tax laws, provide strategic guidance, and contribute to the overall success of the organization.

RESPONSIBILITIES:

Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation.
Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions.
Understanding how an individual’s IRA and qualified plan assets can be used to accomplish charitable and estate planning goals.
Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures.
Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans.
Review Form 5500 filings prepared by the firm for health and welfare benefit plans.
Perform tax reviews of selected employee benefit plans audited by the firm’s audit team, ensuring compliance with IRS, DOL, and PBGC requirements.
Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives.
Foster a collaborative and positive work environment, promoting professional development.
Advise, mentor, and develop a team of professionals working in the employee benefit area.
Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation.
Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders.
Serve as the primary point of contact for clients regarding employee benefit and related tax matters.
Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions.
Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance.
Contribute to the firm’s internal training, thought leadership, and external marketing efforts in the benefits and compensation space.
Monitor industry trends and regulatory changes impacting employee benefit taxation and executive compensation.
QUALIFICATIONS:

Education:

Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
CPA preferred.
Experience:

10+ years of extensive experience in tax, with a focus on employee benefits.
Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits.
Proven leadership and team management skills.
Excellent communication and interpersonal skills.
Ability to analyze complex tax issues and provide strategic solutions.
Detail-oriented with strong organizational and project management abilities.

More information

Experience level

Expert and leadership (8+years)