Business Tax Services Manager

About the role

This role involves leading and managing a team to ensure compliance with employee benefit plan regulations, including preparing and reviewing filings such as Form 5500, 8955-SSA, 720, and 5330. You will oversee data analysis for financial and participant information, ensuring accuracy and adherence to ERISA and IRS standards. The position requires acting as a primary contact for internal teams, clients, and auditors, while facilitating engagement risks, billing, collections, and project budgets. Overall, the role focuses on delivering compliance services, maintaining professional integrity, and building strong client relationships.

Responsibilities

• Lead and manage a team focused on employee benefit plan compliance.
• Prepare and review regulatory filings including Form 5500, 8955-SSA, Form 720, and Form 5330.
• Oversee data analysis for financial and participant information to ensure accuracy and adherence to ERISA and IRS standards.
• Serve as the primary contact for internal teams, clients, and auditors.
• Facilitate engagement risks, billing, collections, and project budgets.

Requirements

• Minimum of five years of experience in employee benefit plan compliance, tax, or audit.
• At least two years of experience in a supervisory role.
• Bachelor's degree required.

Qualifications

• Relevant professional credentials such as CPA, JD/LLM, or EA required; candidates without these designations have a one‑year window to obtain them.

Skills

• Deep knowledge of ERISA and IRS regulations.
• Strong leadership abilities.
• Project management expertise.
• Effective communication skills.