Manager, Business Tax Services

About the role

This position involves leading a team to ensure compliance with employee benefit plan regulations, primarily focusing on the preparation and review of Form 5500s and related filings.

Responsibilities

• Manage and oversee the accurate collection, analysis, and interpretation of financial and participant data to meet federal requirements such as ERISA and the Internal Revenue Code.
• Act as the primary contact for internal teams and external clients or auditors, facilitating risk management, billing, collections, and project budgeting.
• Stay updated on evolving compliance standards for Form 5500 filings.

Qualifications

• At least five years of relevant experience in employee benefit plan compliance, tax, or audit.
• Minimum of two years in a supervisory role.
• A bachelor's degree.
• A professional credential such as CPA, JD/LLM, or EA required; if not held at hire, must be obtained within one year.

Skills

• Deep knowledge of ERISA and IRS regulations.
• Strong leadership.
• Project management.
• Problem-solving abilities.
• Excellent communication skills.

Benefits

• Competitive benefits package.

The role emphasizes professionalism, integrity, and a commitment to fostering a respectful work environment, offering opportunities for career development within a collaborative and innovative culture.