Business Tax Services Manager
RoShay Services · San Francisco, CA · 1 wk ago
Business DevelopmentFull-time
Role Overview: A Manager in Business Tax Services specializing in Employee Benefits Compliance leads and manages teams handling the preparation, review, and electronic filing of Form 5500s and related compliance services for diverse employee benefit plans. Key Responsibilities Oversee data analysis and ensure accuracy and regulatory compliance with ERISA and IRS regulations.Manage client needs across various service areas, including Forms 5500, 8955-SSA, 720, and 5330.Act as primary contact for internal teams, clients, and auditors.Facilitate engagement risk management, financial performance, billing, collections, and project budgeting.Monitor evolving compliance requirements and uphold professional integrity and courtesy. Qualifications & Skills Minimum five years of relevant experience in employee benefit plan compliance, tax, or audit, with at least two years in leadership roles.Bachelor’s degree from an accredited institution; professional credential such as CPA, JD/LLM, or EA required or obtainable within one year of hire.Deep knowledge of ERISA and IRS regulations applicable to employee benefit plans.Proven leadership, project management, and problem-solving skills.Excellent communication and interpersonal abilities to build strong relationships. Additional Information: The role offers opportunities for professional development, collaboration with specialists, and adherence to ethical standards, with a focus on client service and regulatory compliance.