Associate, Compensation & Benefits Tax

About the role

A&M’s Compensation & Benefits Tax practice is currently seeking an Associate to join our group. You will work with a team of professionals to advise companies of all sizes on qualified retirement plan issues, executive compensation issues, and various other compensation and benefits matters.

Primary Responsibilities

• Interpret and apply laws, regulations, judicial precedent and other guidance
• Draft technical memorandums and letters related to compensation & benefits issues
• Research emerging issues and areas, such as Tax Reform and new SEC requirements, in order to keep our clients up to date on the ever-changing regulatory environment
• Aggregate data in Excel to assist with complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple plans
• Avoid compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs
• Review executive compensation plans and agreements to ensure compliance with the various Internal Revenue Code and SEC requirements
• Benchmark compensation against market data and develop reports to support the compensation recommendations
• Aid in the design of annual long-term incentive awards while considering the tax, accounting, and other regulatory ramifications
• Work on M&A transactions, including performing tax and HR calculations
• Assist with marketing initiatives by writing articles, preparing pitch decks, researching targets, and developing presentations

Qualifications

• Bachelor's degree required
• Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelors and/or advanced degree in accounting, finance, taxation, JD, LLM or other relevant field
• PREFERRED: Definitive plans for meeting minimum educational requirements for CPA eligibility and licensure in the state of your assigned office location or membership to a State Bar
• Excellent verbal and written communication skills and ability to articulate complex information
• Strong analytical skills
• High proficiency in spreadsheets
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow
• Must be authorized to work in the US without the need for employment-based sponsorship now or in the future

Benefits

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 periodically as well as a 401(k)-retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k)-retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.