Tax Senior Associate - Compensation & Benefits
About The Position
As a Senior Associate on RSM’s Compensation and Benefits Tax Advisory team, you will work with global and domestic, public and private clients on compensation-related issues, including executive compensation, fringe benefits, retirement plans, and employment-related tax reporting, withholding, and deduction matters. You will support client projects by preparing tax analyses and entering data, working with experienced team members to execute projects and help clients maintain compliance with their compensation and benefits programs. The role combines technical tax expertise with an understanding of the strategy behind compensation and benefits programs, and includes working with client stakeholders and their advisors.
Requirements
- Bachelor’s degree in Accounting or a related field from an accredited university.
- By the start date, completion of all educational requirements for CPA licensure eligibility in the state of residence, or completion of all requirements to sit for the Bar exam.
- At least two years of tax experience.
- Strong computer skills, including proficiency in Microsoft Excel.
- Ability to meet client service, quality, and performance expectations within applicable deadlines and firm and client standards.
- Clear, professional, and effective communication with firm personnel and clients in person, by telephone, and through electronic or written means.
- Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously, meeting deadlines, and maintaining accuracy and quality in a fast-paced client-service environment.
- Ability to work in a professional office environment and, as required, at client sites; ability to sit for extended periods and work at a computer and other standard office equipment.
- Availability to maintain a consistent onsite presence during core business hours, regularly report to a firm office, and travel to client sites as required; access to reliable transportation.
- Willingness to work extended or non-standard hours during peak periods or as needed to meet client, project, or firm business needs.
Nice To Haves
- Active accreditation, accreditation in process, or willingness and ability to obtain one of the following: CPA, EA, or licensed attorney.
Responsibilities
- Support project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
- Develop understanding of compensation and benefits tax laws, regulations, and other authority.
- Participate in calls with client stakeholders and their advisors to discuss issues and contribute to next steps.
- Assist with researching, analyzing, and consulting on employee benefits and compensation issues, and draft related written communications, including on Internal Revenue Code sections 83, 162(m), 404, 409A, and 280G.
- Review tax implications of compensation plans, including equity compensation and related impacts from transactions.
- Draft responses to RSM federal tax compliance teams addressing client inquiries related to compensation and benefits plans.
- Prepare tax analyses and complete data entry in support of client projects.
- Work with team members and assist with training others.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
