Retirement Plan and Benefits Director

Alvarez & Marsal Europe   •  

Denver, CO

5 - 7 years

Posted 269 days ago

This job is no longer available.

The Compensation and Benefits group provides a full range of compensation and benefit services and solutions including: Internal Revenue Code compliance for executive compensation and retirement plans, 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 plandesign, 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
  • Prepare employee benefit plan returns (Form 5500) for various types of plans, as well as other specialized returns (Form 990, etc.)
  • 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
  • Assist with the representation of clients during IRS and DOL examinations
  • Interpreting and applying laws, regulations, judicial precedent and other guidance
  • Draft memoranda detailing the application of complex tax and ERISA provisions

Education and experiences:

  • Juris Doctor, Masters in Tax, or licensed CPArequired
  • 4-7 years of experience working with technical issues regarding qualified retirement plans
  • Experience in a management role
  • Strong PC skills, including Microsoft Office applications, especially Microsoft Excel
  • Highly motivated self-starter
  • Must be able to take active role as part of a team
  • Excellent research and writing skills
  • Strong ability to explain complicated concepts in an understandable manner to a variety of audiences
  • Capacity to learn quickly and willingness to try new things

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