Tax Director / Partner – Employment Benefit Plans and Compensation (cpa firm)

CPA firm seeking a Tax Director/Partner with a specialty in Compensation and Benefits. Candidate will be responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. 

• Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation.
• Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individual’s overall tax strategy. Including any required minimum distributions.
• Understanding how an individual’s IRA and qualified plan assets can be used to accomplish charitable and estate planning goals.
• Section 409A compliance, and executive compensation structures.
• Review Form 5500 filings prepared by the firm for health and welfare benefit plans.
• Perform tax reviews of selected employee benefit plans audited by the firm’s audit team, ensuring compliance with IRS, DOL, and PBGC requirements.
• Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives.