Tax Senior Associate - Compensation & Benefits

RSM US LLP • Chicago, IL

4d

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. The Compensation and Benefits team assists clients and RSM professionals across the firm with respect to a variety of compensation related issues including retirement plans, executive compensation, fringe benefits and other payroll-related tax issues. Members of the team follow firm and team processes to lead client projects and communication while working with a team of individuals and assisting to train others. As a Senior Associate on our Compensation and Benefits Tax Advisory team, you’ll have the opportunity to work with a wide range of clients - global and domestic, public and private – on some of their most important challenges and one of their biggest assets and expenses, employees. You’ll work hands-on in a variety of industries and areas, including executive compensation, fringe benefits, and other employment-related tax reporting, withholding and deduction issues. You’ll support client projects by preparing tax analysis and completing data entry, while working directly with experienced team members to execute projects. This role includes both technical expertise and appreciation for strategy that shapes compensation and benefits programs, while helping clients maintain compliance with their various programs. Specific responsibilities will include: Supporting project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements. Deepening an understanding of compensation and benefits tax laws, regulations, and other authority. Participating in calls with various client stakeholders (e.g., CFO, Director of Tax, CHRO, etc.) and their advisors (e.g., attorneys) to discuss issues and contribute to next steps. Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and drafting related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G. Reviewing tax implications of various compensation plans including equity compensation and related impacts from transactions. Drafting responses to RSM federal tax compliance teams with client inquiries related to compensation and benefits plans

Requirements

• Bachelor's degree in Human Resources, Business Administration, Finance, or Accounting from an accredited university.
• Will have completed all educational requirements for CPA licensure eligibility in the state in which you'll reside or completed all requirements to sit for the Bar exam, by start date
• Minimum of four years of tax experience
• Excellent written and verbal communication, analytical, and interpersonal skills
• Strong computer skills, including proficiency in Microsoft Excel
• Strong attention to detail with good time management and organization skills, and ability to work effectively on a team
• Ability to perform essential job functions, including meeting client service and performance goals
• Demonstrates project management skills, including the ability to manage multiple priorities and projects simultaneously while meeting deadlines.

Nice To Haves

• An active accreditations obtained, in process or willing and able to obtain one of the following: CPA, EA, licensed attorney

Responsibilities

• Supporting project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
• Deepening an understanding of compensation and benefits tax laws, regulations, and other authority.
• Participating in calls with various client stakeholders (e.g., CFO, Director of Tax, CHRO, etc.) and their advisors (e.g., attorneys) to discuss issues and contribute to next steps.
• Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and drafting related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G.
• Reviewing tax implications of various compensation plans including equity compensation and related impacts from transactions.
• Drafting responses to RSM federal tax compliance teams with client inquiries related to compensation and benefits plans

Benefits

• At RSM, we offer a competitive benefits and compensation package for all our people.
• We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
• Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees