Compensation & Benefits Tax Senior Associate - Remote Eligible

$70,000 - $110,000/Yr

Eide Bailly - Phoenix, AZ

Full-time - Mid Level

Hybrid - Phoenix, AZ

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 flexibility of remote work. 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. Founded in 1917, we have over 41 offices across 15 states, providing a diverse range of services to various industries. Our firm emphasizes collaboration, innovation, and work/life balance, ensuring that our employees can achieve their professional goals while enjoying a fulfilling personal life. 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 and administration of retirement and welfare benefit plans. You will consult on tax-qualified and non-tax-qualified retirement plans, executive compensation arrangements, and welfare benefit programs. Additionally, you will perform research on technical tax and ERISA issues, draft communications for benefit plan participants, and assist with compliance filings for benefit plans. A typical day will involve monitoring new legislative and regulatory developments, reviewing service provider agreements, and analyzing fiduciary issues related to benefit plans. You will work closely with clients and co-workers, establishing effective working relationships while managing multiple projects and deadlines. Your expertise in compensation and benefits tax will be crucial in helping our clients navigate complex issues and ensure compliance with applicable regulations.

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