Eide Bailly - Oklahoma City, OK

posted 3 months ago

Full-time - Mid Level
Hybrid - Oklahoma City, OK
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 involves 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 a strong background in tax and ERISA issues, particularly in relation to retirement plans and executive compensation arrangements. In this role, you will assess tax and ERISA issues regarding the establishment, implementation, and ongoing administration of various benefit plans. You will consult on tax-qualified and non-tax-qualified retirement plans, including 401(k) plans and traditional defined benefit plans, as well as welfare benefit programs. Your responsibilities will also include performing research on technical tax and ERISA issues, preparing written communications, and monitoring new legislative developments in the field. Additionally, you will draft participant communications, review service provider agreements, assist with IRS and DOL compliance filings, and analyze fiduciary issues related to benefit plans. This position requires excellent communication skills, the ability to manage multiple projects, and proficiency in Microsoft Office and various software packages. Eide Bailly values work/life balance and encourages a collaborative and innovative work environment, making it a great place to grow your career while having fun.

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.
  • 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 various software packages related to tax and ERISA compliance.

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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