Manager, Business Tax Services - Employee Benefits Compliance

About the role

KPMG is seeking a Manager, Business Tax Services - Employee Benefits Compliance to lead and manage a team of associates in preparing, reviewing, and electronically filing Form 5500s for a diverse portfolio of employee benefit plans and direct filing entities. The role involves overseeing the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code. Key responsibilities also include acting as the primary point of contact for internal teams and external clients and auditors, facilitating the risk and financial performance of engagements, and monitoring evolving compliance requirements.

Responsibilities

• Lead and manage a team of associates in the preparation, review, and electronic filing of Form 5500s for a diverse portfolio of employee benefit plans and direct filing entities
• Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code
• Deliver on client needs of various size and scope within the Form 5500 compliance services sector, to include, but not limited to Forms 5500, 8955-SSA, 720 and 5330
• Act as first point of contact for internal teams across service lines and external clients and auditors
• Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects
• Monitor evolving compliance requirements for Form 5500 filers

Requirements

• Minimum five years of recent, relevant experience in employee benefit plan compliance, tax or audit, with at least two years in a supervisory or leadership role
• Bachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; should you not possess at least one of the approved designations/credentials when your employment commences, you have one year from your date of hire to obtain at least one of the approved designations/credentials
• Deep understanding of ERISA and IRS regulations related to employee benefit plans
• Proven leadership, project management and problem-solving abilities
• Excellent communication and interpersonal skills, with a track record of building strong client and team relationships

Qualifications

• Minimum five years of recent, relevant experience in employee benefit plan compliance, tax or audit, with at least two years in a supervisory or leadership role
• Bachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; should you not possess at least one of the approved designations/credentials when your employment commences, you have one year from your date of hire to obtain at least one of the approved designations/credentials
• Deep understanding of ERISA and IRS regulations related to employee benefit plans
• Proven leadership, project management and problem-solving abilities
• Excellent communication and interpersonal skills, with a track record of building strong client and team relationships

Skills

• Strong analytical and problem-solving skills
• Excellent organizational and time management skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Benefits

• Competitive compensation package
• Health, dental, and vision insurance
• 401(k) retirement savings plan
• Flexible work schedule
• Professional development opportunities
• Employee referral program

Pay

• $160,000 - $180,000 annually

Schedule

• Full-time position