Business Tax Services Manager

About the role

The role involves leading a team in preparing and reviewing filings for employee benefit plans, ensuring compliance with federal regulations including ERISA and the Internal Revenue Code.

Responsibilities

• Analyzing financial and participant data
• Managing client needs across various service offerings
• Acting as the primary contact for internal and external stakeholders
• Overseeing engagement risks, billing, and budgets
• Managing filings such as Form 5500, 8955-SSA, 720, and 5330, ensuring accuracy, compliance, and client satisfaction

Qualifications

• Minimum of five years of relevant experience in employee benefit plan compliance, tax, or audit, with at least two years in a supervisory role
• Bachelor’s degree
• Approved professional credential (e.g., CPA, JD, EA) or ability to obtain one within a year of hire

Skills and Abilities

• Deep knowledge of ERISA and IRS regulations
• Proven leadership
• Project management skills
• Strong communication abilities
• Professionalism, integrity, and team collaboration to uphold a respectful work environment