Tax Director - Employee Benefit Plans (EBP) practice. (cpa firm)

CPA firm

  • New York, NY
  • 2 days ago
  • $125,000–$175,000 Per Year
  • Full-time

Highlights

CPA firm is seeking an experienced Tax Director to join our Employee Benefit Plans (EBP) practice. The ideal candidate will have extensive technical knowledge of employee benefit plan taxation, compliance, and reporting requirements.

Numbers & Facts

LocationNew York, NY
Job TypeFull-time
Salary$125,000–$175,000 Per Year

Description

CPA firm is seeking an experienced Tax Director to join our Employee Benefit Plans (EBP) practice. The ideal candidate will have extensive technical knowledge of employee benefit plan taxation, compliance, and reporting requirements

 

Job Responsibilities

  • Direct and oversee employee benefit plan tax compliance engagements, ensuring accuracy, quality, and timely completion of all deliverables.
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  • Provide technical oversight and review of Form 5500 filings and related schedules for various employee benefit plans, including 401(k), 403(b), defined benefit, and other qualified retirement plans.
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  • Serve as a technical resource on complex employee benefit plan tax matters, including plan qualification, unrelated business taxable income (UBTI), and IRS and Department of Labor compliance requirements.
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  • Oversee engagement planning, staffing, budgets, deadlines, and overall workflow to ensure efficient and profitable service delivery.
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Qualifications

  • Active CPA certification strongly preferred.
  • Minimum of 10 years of progressive tax experience, preferably within a public accounting firm, including significant experience with employee benefit plans.
  • Extensive knowledge of employee benefit plan tax compliance, Form 5500 reporting, and applicable federal and state tax regulations.
  • Strong understanding of qualified retirement plans, ERISA, IRS regulations, and employee benefit plan taxation.

About Company

Top 100 CPA firm 

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