Senior Associate/Manager, Compensation and Benefits (Transaction Tax)

$130,000 - $176,800/Yr

Alvarez & Marsal - Chicago, IL

Full-time - Mid Level

Chicago, IL

Professional, Scientific, and Technical Services

About the position

The Senior Associate/Manager, Compensation and Benefits (Transaction Tax) role at A&M involves providing expert tax advice throughout the transaction lifecycle, focusing on compensation and benefits aspects. The position requires a hands-on approach to tax due diligence, structuring transactions, and evaluating tax risks and opportunities for clients, particularly in the context of mergers and acquisitions. The role emphasizes collaboration with various teams to deliver high-quality integrated work products and develop client relationships.

Responsibilities

• Perform tax due diligence, including reviewing target's historic tax profile and filing history.
• Identify opportunities for tax efficiencies during the due diligence process.
• Structure transactions in a tax-efficient manner, including equity rollovers and deferrals.
• Review and evaluate significant tax attributes, credits, and incentives.
• Review and comment on purchase agreements and disclosure schedules.
• Evaluate potential acquisition structures and model transaction scenarios.
• Identify post-closing matters, including integration-related risks and opportunities.
• Develop and deliver quality tax planning approaches that meet client expectations.
• Perform compensation due diligence, including review of equity agreements and deferred compensation plans.
• Perform benefits due diligence, including review of retirement plans and compliance with IRS and DOL requirements.
• Review payroll tax treatment and withholding policies and practices.
• Review and comment on compensation and benefits aspects of financial models and structuring calculations.
• Take ownership of assigned workstreams and ensure timely review of deliverables.
• Coordinate with various tax and operational teams to deliver integrated work products.
• Develop and manage 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 all Microsoft Office products, especially Excel.
• Strong communication skills and personal motivation.
• Ability to work in a dynamic, time-sensitive environment.

Nice-to-haves

• Experience with Mergers and Acquisitions preferred.

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