Tax Director/Partner, Employee Benefit Plans and Compensation

Tax Director/Partner, Employee Benefit Plans and Compensation

Tax Director/Partner, Employee Benefit Plans and Compensation

Tax, Compensation and Benefits Group

Supervises: Senior Managers and below

Role Type: Full-time

Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

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.

Compensation:

• Competitive annual salary in the range of $160,000 to $350,000+ based on individual's experience level.

Anchin provides comprehensive benefits, which you can view here.

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Technologically Proficient: Ability to apply technology solutions to work.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at View email address on click.appcast.io