Senior Associate, Retirement Plans and Benefits at Alvarez & Marsal Tax, LLC in New York, New York

Job Description:

Description

Senior Associate, Retirement Plan and Benefits Consultant

A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

The Compensation and Benefits group provides a full range of compensation and benefit services and solutions including: Internal Revenue Code compliance for retirement plans and executive compensation, M&A, due diligence, operational reviews and enhancements, and compensation benchmarking analysis.

This firm is seeking an ambitious, career-driven Senior Associate-level professional who is looking for an entrepreneurial, fast paced environment where teamwork is an integral part of our everyday practice. As part of the team, you will be responsible for work on a variety of consulting projects focusing on qualified retirement plans.

What Will You Be Doing?

As a Senior Associate within Retirement Plan and Benefits you will:

• Provide consulting expertise to clients on matters such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance


• Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans


• Assist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs


• Perform tax research and draft summaries of conclusions


• Review the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clients


• Interpreting and applying laws, regulations, judicial precedent and other guidance


• Draft memoranda detailing the application of complex tax and ERISA provisions


• Perform and review work of staff

• Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations


• Create deliverables that are concise, complete and address the elements deemed critical by the client


• Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices


• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly


• Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses


• Build internal relationships with other members of the Federal Tax team and the greater A&M firm


• Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing


• Assist with business development, including add-on work by creating business development resources and proposal materials

How will you grow and be supported?

At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development. We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions. We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being. Our Tax professionals consistently share their favorite attributes of A&M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together. The possibilities are endless for high performing and passionate tax professionals. Click to learn more about why A&M is a great place work.

Qualifications:

• Bachelor's Degree required; Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred.


• 1-3 years of experience working with technical issues regarding qualified retirement plans


• Strong PC skills, including Microsoft Office applications, especially Microsoft Excel


• Highly motivated self-starter


• Must be able to take active role as part of a team

• Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely


• Excellent research, writing, and analytical skills


• Experience with all Microsoft Office products (with an emphasis on Excel)


• Strong ability to explain complicated concepts in an understandable manner to a variety of audiences


• Capacity to learn quickly and willingness to try new things


• Flexibility to engage concurrently on multiple complex projects


• Ability to simultaneously work on several projects and effectively manage deadlines


• High motivation to learn and grow


• Detail-oriented and possess strong organizational skills

The annual base salary range is $85,000 - $105,000, commensurate on experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Benefit Summary

Full-time Positions and Part-time Positions Over 30 hours

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. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

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