Senior Associate, Compensation and Benefits (Transaction Tax)

Senior Associate, Compensation and Benefits (Transaction Tax) Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action‑oriented professionals who take a hands‑on approach to solving client problems and helping them reach their potential. A&M’s culture values independent thinkers and doers, guided by our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity. Team A&M’s Compensation and Benefits (CAB) Tax team is composed of seasoned tax professionals who provide practical tax advice to corporate and private‑equity buyers and sellers throughout the transaction lifecycle. The team uses an integrated, client‑tailored approach to rapidly identify, understand, and quantify potential deal breakers, value drivers, and other areas of interest to our clients. Transaction Tax Services Performing tax due diligence, including reviewing target’s historic tax profile, planning, tax examinations, acquisitions/dispositions, and filing history to assess potential risks and opportunities Using the due diligence process to identify opportunities for further tax efficiencies Structuring transactions in a tax‑efficient manner, including equity rollovers and deferrals Reviewing and evaluating significant tax attributes, credits, and incentives Reviewing and commenting on purchase agreements and disclosure schedules Evaluating potential acquisition structures Modeling transaction scenarios Identifying matters to be addressed post‑closing, including integration‑related risks and opportunities How You Will Contribute Assist in the development and delivery of quality tax planning approaches by providing timely and responsive services and work products that meet or exceed client expectations Assist with compensation due diligence, including review of equity plans and agreements, change‑in‑control plans and golden parachute calculations, deferred compensation plans, tax returns, financials, and other documentation to evaluate potential tax risks and opportunities Assist with benefit plan due diligence, including review of retirement plans, Section 125 plans, discrimination and compliance testing, IRS Form 5500, and determination letters for compliance with IRS and Department of Labor requirements to identify potential tax exposures and opportunities, and, if needed, assist in remediating operational non‑compliance issues Review payroll tax treatment and withholding policies and practices, including accurate reporting (W‑2, K‑1, 1099, etc.), withholding on income tax and FICA on various forms of compensation, and proper worker classification Review and comment on compensation and benefits aspects of financial models, purchase agreements, and structuring calculations Take ownership of assigned workstreams, including creating and preserving relevant diligence work products to ensure supervisors can review and provide constructive feedback in a timely manner Coordinate with federal, state, local, and international tax team members, as well as financial and operational due diligence team members, to deliver a high‑quality integrated work product Support management of client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly Qualifications Demonstrated knowledge of compensation and benefits tax concepts, including Sections 83, 409A, and 280G, with the capability to perform research and apply this knowledge to client situations Understanding of compensation and benefits issues for various entity structures, including public and private corporations, partnerships, S‑Corps, and consolidated groups Bachelor’s degree in accounting, finance, or a related field required Advanced degree or certification preferred: CPA, JD, or LLM 3+ years of compensation and benefits tax experience, or 3+ years of tax due diligence experience Prior experience with mergers and acquisitions preferred Strong writing, analytical, research, and organizational skills Experience with all Microsoft Office products (with an emphasis on Excel) Strong communication and time‑management skills for both clients and A&M teams Strong sense of personal motivation and the ability to collaborate with a team across multiple time zones Ability to work in a dynamic, time‑sensitive environment Benefits Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan. Eligible employees receive an annual discretionary contribution to their 401(k). Additional benefits include paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parent leave), wellness resources, and professional development opportunities. Equal Opportunity Employer Alvarez & Marsal’s practice is to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information, political affiliation, or any other characteristic protected by applicable laws. Unsolicited Resumes Per A&M policy, we do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person, or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting agency. #J-18808-Ljbffr Alvarez & Marsal