Role Overview: The Manager in Business Tax Services – Employee Benefits Compliance leads and manages a team responsible for preparing, reviewing, and electronically filing Form 5500s and related documents for various employee benefit plans.
Key Responsibilities: Oversee data analysis for compliance with ERISA and IRS regulations, ensure accuracy in financial and participant data, and deliver services to clients of different sizes. Act as the primary contact for internal teams and external auditors, manage engagement risks, monitor evolving regulations, and uphold professional integrity.
Qualifications & Skills: Minimum five years of relevant experience in employee benefit plan compliance, tax, or audit, with at least two years in a supervisory role. Bachelor’s degree required; professional credentials such as CPA, JD/LLM, or EA preferred. Deep knowledge of ERISA and IRS regulations, proven leadership, project management, and strong communication skills are essential.
Key Attributes: Leadership, problem-solving, client relationship-building, and commitment to professional ethics. The role offers opportunities for career development through diverse engagements, training, and mentorship in a collaborative, innovative environment.