Job DescriptionWe are seeking a Tax Director for our Employee Benefits Group who will participate in technical, strategic, and operational aspects of the firm's employee benefits tax practice.
What Work You Will be Responsible For:- Work with the Employee Benefits tax practice, including service delivery, practice development, and talent development.
- Serve as the firm's senior technical authority on:
- Section 457 plans for tax-exempt and governmental entities, including 457(b) and 457(f) plan design, taxation, and vesting rules.
- Section 409A compliance for non-qualified deferred compensation plans, including plan design, operational compliance, valuation requirements, and corrections.
- Section 83(b) implications for restricted stock and equity awards, including election timing, tax consequences, and employer reporting obligations.
- Advise clients on the tax implications of executive compensation arrangements, equity incentives, severance programs, bonuses, and complex compensation packages.
- Provide guidance on qualified and non-qualified retirement plans, welfare benefit plans, and fringe benefits.
- Deliver technical reviews of benefit plan documents, agreements, and tax filings.
- Serve as the primary point of contact for key clients, including middle-market businesses, private equity-backed firms, and tax-exempt organizations.
- Provide proactive recommendations to clients regarding compensation structuring, tax risk mitigation, and compliance strategies.
- Review and advise on compensation arrangements during corporate transactions, including M&A due diligence and integration.
- Provide guidance to colleagues and clients for reporting on benefit-related tax filings, including:
- Form W-2 reporting of deferred compensation and equity awards
- Section 409A reporting
- Section 83(b) elections and employer recordkeeping
- Section 457(b)/(f) plan reporting
- Ensure compliance with federal and state tax regulations as well as related DOL and ERISA reporting obligations.
- Mentor and develop professionals across the Employee Benefits Tax practice.
- Conduct internal training on emerging developments in executive compensation, Sections 409A/83(b)/457, and benefits taxation.
- Support recruitment and help build a high-performing team with deep technical and client-service capabilities.
Basic Qualifications:- CPA, JD, or LL.M. in Taxation is required.
- 10+ years of experience in employee benefits taxation, executive compensation, and deferred compensation planning.
- Deep expertise in Sections 409A, 83(b), and 457, including plan document review, tax, and operational compliance.
- Prior experience leading a tax group or serving in a senior technical role within a public accounting firm or law firm.
- Strong understanding of ERISA, payroll tax reporting rules, and benefit-related reporting requirements.
- Exceptional communication skills and the ability to convey complex tax rules to non-technical audiences.
- Demonstrated business development capability and experience managing client relationships.
Preferred/Desired Qualifications:- Master's degree in a related field.
- 280G and 162 (m) knowledge is a plus.
About our Tax TeamAs the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.
Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
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Preferred Location:New York
