Eide Bailly - Denver, CO

posted 3 months ago

Full-time - Mid Level
Remote - Denver, CO
11-50 employees
Professional, Scientific, and Technical Services

About the position

Eide Bailly is seeking a Compensation & Benefits Tax Senior Associate to join our dynamic team. In this role, you will provide consulting services for compensation and benefits taxation and ERISA compliance. Your responsibilities will include assessing tax and ERISA issues related to the establishment, implementation, and ongoing administration of both single and multi-employer retirement and welfare benefit plans. You will consult on various issues related to tax-qualified and non-tax-qualified retirement plans, including 401(k) plans, traditional defined benefit plans, insured annuity programs, and nonqualified deferred compensation plans. Additionally, you will address issues related to welfare benefit programs, such as insured medical plans, healthcare reimbursement accounts, and flexible spending accounts. A typical day will involve performing research on technical tax and ERISA issues and preparing written communications that summarize and analyze your findings. You will monitor and analyze new legislative, regulatory, and administrative developments in compensation and benefits tax and ERISA. Drafting employee benefit plan participant communications and forms will also be part of your responsibilities. You will review and negotiate service provider agreements related to ERISA plan investments, as well as plan administration and consulting services. Furthermore, you will assist with IRS and DOL compliance filings for benefit plans and analyze prohibited transaction and other fiduciary issues related to benefit plans. At Eide Bailly, we pride ourselves on our culture of collaboration and innovation, which allows our employees to grow in their careers while maintaining a healthy work-life balance. We are committed to supporting our employees in achieving their goals and pursuing their interests both in the office and at home. Our firm values respect, community involvement, and having fun while we work, making it a great place to build your career.

Responsibilities

  • Provides consulting services for compensation and benefits taxation and ERISA compliance.
  • Assesses tax and ERISA issues regarding the establishment, implementation, and ongoing administration of both single and multi-employer retirement and welfare benefit plans.
  • Consults on issues related to tax-qualified and non-tax-qualified retirement plans and executive compensation arrangements, such as 401(k) plans, traditional defined benefit plans, insured annuity programs, and nonqualified deferred compensation plans.
  • Addresses issues related to welfare benefit programs, including insured medical plans, healthcare reimbursement accounts, and flexible spending accounts.
  • Performs research on technical tax and ERISA issues and prepares written communications summarizing and analyzing the research.
  • Monitors and analyzes new legislative, regulatory, and administrative developments in compensation and benefits tax and ERISA.
  • Drafts employee benefit plan participant communications and forms.
  • Reviews and negotiates service provider agreements relating to ERISA plan investments, as well as plan administration and consulting services.
  • Assists with IRS and DOL compliance filings for benefit plans.
  • Analyzes prohibited transaction and other benefit plan fiduciary issues.

Requirements

  • Bachelor's Degree in Accounting or J.D. required; J.D. with LL.M. in Taxation preferred.
  • Valid Certified Public Accountant license preferred, but not required if JD.
  • 2+ years of experience in compensation and benefits tax.
  • Knowledge of complex compensation and benefits tax issues.
  • Excellent communication skills.
  • Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
  • Ability to establish and maintain effective working relationships with co-workers and clients.
  • Proficient with computers, Microsoft Office (Word and Excel), and using various software packages.
  • Must be authorized to work in the United States now or in the future without visa sponsorship.

Benefits

  • Generous paid time off
  • Comprehensive medical, dental, and vision insurance
  • 401(k) profit sharing
  • Life and disability insurance
  • Lifestyle spending account
  • Certification incentives
  • Education assistance
  • Referral bonuses
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