Counsel - Employee Benefits And Tax

Western & Southern Financial Group-posted 3 months ago
Cincinnati, OH
251-500 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

Provides legal advice and counsel on employee benefits matters to all Western & Southern Financial Group business and shared service units throughout the Enterprise. Provides legal advice to mitigate risk and address issues that arise. Manages benefits-related disputes directly and/or through outside counsel. Works with minimal supervision and escalates to General Counsel/Deputy General Counsel and business unit management as appropriate. Preferred candidates will also have general familiarity with the Internal Revenue Code, and particularly life insurance and annuity product tax issues, so that they may also support and advise on tax-related issues and litigation.

  • Advises Benefits Department and executive management on ERISA and other legal issues relating to the Enterprise's benefits plans.
  • Reviews, monitors and revises employee benefit plan programs to ensure continued compliance with regulatory and statutory changes in federal and state laws; offers expertise and advice on complex legal issues related to benefit plan programs.
  • Manages and handles benefits-related litigation matters, customer questions and disputes, and similar issues with little direction or supervision.
  • Communicates and negotiates with opposing counsel and business/shared service unit leaders to resolve disputes and accomplish objectives.
  • Identifies, retains and manages outside counsel handling (subject matter) litigation, and manages risks of litigation or threatened litigation in line with business unit/shared service initiatives and budgetary considerations.
  • Provides regular training on various ERISA topics (with a particular focus on compliance) of interest to Company associates in Insurance Operations, FWIA, Touchstone, Claims, and other administration and servicing areas.
  • Influences business unit and shared service leaders throughout the organization to exercise fair, compliant and ethical behavior in the course and scope of their management decision-making.
  • Drafts, negotiates and finalizes complex legal contracts and documents.
  • Undertakes complex research assignments from General Counsel and/or Deputy General Counsel.
  • Assists other attorneys as needed with issues relating to benefits and tax questions.
  • Effectively and efficiently manages outside counsel substantively on issues as well as on budget.
  • Is detail-oriented and resourceful with excellent follow-through skills.
  • Juris Doctor degree from a recognized and accredited law school and above average class standing; top 25 percent preferred.
  • Substantial experience (typically 6-10 years of experience following law school) in the role of Counsel, Senior Counsel or equivalent in title and experience handling complex benefits matters and related litigation.
  • Extensive experience in a corporate legal department and/or law firm, working independently with clients on complex matters.
  • Demonstrated leadership and supervisory skills, interpersonal skills, and ability to work cross-functionally, both to build relationships with business unit clients and other attorneys and to develop associates in skills and proficiency while achieving tactical and strategic goals.
  • Excellent issue identification, negotiation and conflict resolution skills (creativity and problem solving).
  • Sound judgment and initiative in selecting the most effective solutions.
  • Strong contract drafting and excellent written communication/technical drafting skills.
  • Excellent verbal communication/interpersonal skills, detail-oriented and resourceful with excellent follow-through skills.
  • Ability to work under pressure, prioritize and manage multiple tasks and priorities; meeting deadlines is imperative.
  • Demonstrated ability to build collaborative relationships with executive leadership, and to influence others beyond direct control, both inside and outside the Company.
  • Demonstrated ability to lead teams of other attorneys and colleagues in the organization on legal and regulatory matters, cases and/or issues.
  • Demonstrated ability to focus on big picture corporate vision and collaborate with other business unit and shared services unit management; appreciable knowledge and perspective of businesses.
  • Proficient in the use of the Microsoft Office suite.
  • An OH license to practice law, or the ability to obtain an Ohio Corporate Counsel license if admitted in another state.
  • Master of Laws (LLM) degree in Employee Benefits or Tax is preferred but not required.
  • Preferred candidates will have experience in handling tax matters and related litigation, and ideally life insurance and annuity product tax issues.
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Tax Advisor Resume Examples
•
Tax Advisor Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service