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

$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 A&M is responsible for providing expert tax advice throughout the transaction lifecycle, focusing on compensation and benefits aspects. This role involves conducting due diligence, structuring transactions, and ensuring compliance with tax regulations while delivering high-quality services to clients. The position requires collaboration with various teams to identify risks and opportunities, manage client relationships, and contribute to the overall success of transactions.

Responsibilities

• Develop and deliver quality tax planning approaches that meet or exceed client expectations.
• Perform compensation due diligence, including review of equity agreements, CIC plans, and golden parachute calculations.
• Conduct benefits due diligence, reviewing retirement plans and compliance with IRS and DOL requirements.
• Review payroll tax treatment and withholding policies, ensuring accurate reporting and compliance.
• 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 teams to deliver integrated work products.
• Manage client relationships by communicating expectations and 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, including corporations and partnerships.
• 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