Eide Bailly - Rancho Cucamonga, CA

posted 3 months ago

Full-time - Mid Level
Hybrid - Rancho Cucamonga, CA
11-50 employees
Professional, Scientific, and Technical Services

About the position

Eide Bailly is seeking a Compensation & Benefits Tax Senior Associate to join our team, with the opportunity to work remotely. As one of the top 25 CPA and business advisory firms in the nation, we pride ourselves on our culture and commitment to our employees. This position will involve providing consulting services for compensation and benefits taxation and ERISA compliance, focusing on both single and multi-employer retirement and welfare benefit plans. The ideal candidate will have experience in consulting on retirement plans, welfare plans, and executive compensation arrangements, and will be responsible for assessing tax and ERISA issues, performing research on technical tax matters, and preparing written communications summarizing findings. In this role, you will monitor and analyze new legislative, regulatory, and administrative developments related to compensation and benefits tax and ERISA. You will also draft participant communications and forms, review and negotiate service provider agreements, and assist with IRS and DOL compliance filings for benefit plans. The position requires strong analytical skills to analyze prohibited transaction and fiduciary issues, ensuring compliance with applicable regulations. At Eide Bailly, we believe in fostering a collaborative and innovative work environment. We prioritize work/life balance and actively encourage our employees to engage in community service. Our culture is built on respect and support, allowing our staff to pursue their interests both in the office and at home. We offer a professional yet fun work environment, with frequent social events and opportunities for professional development.

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.
  • 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 comp and benefits tax and ERISA developments.
  • 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.

Nice-to-haves

  • Experience with IRS and DOL compliance filings for benefit plans.
  • Familiarity with employee benefit plan participant communications.

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 program
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