at Alvarez & Marsal Tax, LLC in Chicago, Illinois, United States
Job Description
Description
Director, Retirement Plan and Benefits Consultant
A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.
A&M's Compensation and Benefits group provides a full range of compensation and benefit services and solutions including: Internal Revenue Code compliance for retirement plans and executive compensation, M&A, due diligence, operational reviews and enhancements, and compensation benchmarking analysis.
This firm is seeking an ambitious, career-driven Director-level professional who is looking for an entrepreneurial, fast paced environment where teamwork is an integral part of our everyday practice. As part of the team, you will be responsible for work on a variety of consulting projects focusing on qualified retirement plans.
Responsibilities:
- Provide consulting expertise to clients on matters such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance
- Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans
- Assist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs
- Perform tax research and draft summaries of conclusions
- Review the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clients
- Interpreting and applying laws, regulations, judicial precedent and other guidance
- Draft memoranda detailing the application of complex tax and ERISA provisions
- Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
- Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
- Build client relationships and demonstrate a working knowledge of client businesses
- Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
- Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
- Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
- Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
- Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches,...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
