Senior Associate/Manager, Compensation and Benefits (Transaction Tax) - 202303057-OTHLOC-Cq2bYfwl

$130,000 - $176,800/Yr

Alvarez & Marsal - Dallas, TX

Full-time - Mid Level

Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Senior Associate/Manager in Compensation and Benefits (Transaction Tax) at AandM is responsible for providing expert tax advice throughout the transaction lifecycle, focusing on corporate and private equity buyers. This role involves performing tax due diligence, structuring transactions efficiently, and evaluating tax attributes to identify risks and opportunities. The position requires collaboration with various teams to deliver high-quality integrated work products and manage client relationships effectively.

Responsibilities

• Develop and deliver quality tax planning approaches that meet or exceed client expectations.
• Perform compensation due diligence, including review of equity agreements and deferred compensation plans.
• Conduct benefits due diligence, reviewing retirement plans and compliance with IRS and DOL requirements.
• Review payroll tax treatment and withholding policies, ensuring accurate reporting.
• Review and comment on compensation and benefits aspects of financial models and purchase agreements.
• Take ownership of assigned workstreams, ensuring timely review and feedback of deliverables.
• Coordinate with federal, state, local, and international tax team members to deliver integrated work products.
• Begin developing and managing client relationships by tailoring project deliverables.

Requirements

• Demonstrated knowledge of compensation and benefits tax concepts, including Sections 83, 409A, and 280G.
• Understanding of compensation and benefits issues for various entity structures.
• Bachelor's degree in accounting/finance or related field required.
• Advanced Degree/Certification preferred: CPA, JD, or LLM.
• 2-5 years of compensation and benefits tax experience or tax due diligence experience.
• Prior experience with Mergers and Acquisitions preferred.
• Strong writing, analytical, research, and organizational skills.
• Experience with Microsoft Office products, especially Excel.
• Strong communication skills and personal motivation.

Nice-to-haves

• Experience in a dynamic, time-sensitive environment.

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• 401(k) retirement plan with discretionary contributions
• Discretionary bonus program based on performance