Tax Senior Manager - Compensation & Benefits - Retirement Plans

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

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The Compensation and Benefits team assists clients and RSM professionals across the firm with respect to a variety of compensation related issues including retirement plans, executive compensation, fringe benefits and other payroll-related tax issues. Members of the team follow firm and team processes to lead client projects and communication while working with a team of individuals and assisting to train others.

We are seeking an experienced professional specializing in retirement plans to join our team to help clients and colleagues address complex technical and operational issues affecting retirement plans and employee benefits.

In this role, you will assist clients and RSM professionals across the firm with retirement plan matters, with a primary focus on qualified plans, 401(k) plans, IRAs, and ESOPs. You will work closely with engagement teams to interpret regulatory developments, provide practical guidance, and support clients in maintaining compliance while achieving their strategic objectives.

Responsibilities:

• Research, analyze, and consult on technical issues relating to qualified retirement plans, IRAs, ESOPs, and employee benefits.
• Review written guidance, technical memoranda, articles, and client communications related to retirement plan developments.
• Team with Washington National Tax professionals to monitor legislative, regulatory, and IRS developments affecting retirement plans and communicate implications to clients and engagement teams.
• Contribute to internal and external communications regarding new developments impacting qualified retirement plans and retirement plan administration.
• Train professionals across the firm on technical issues related to retirement plans, including qualification requirements, operational compliance, correction programs, and fiduciary considerations.
• Support clients with plan design, compliance reviews, operational issues, plan corrections, and transaction-related retirement plan matters.
• Collaborate with other specialty groups on issues that intersect with retirement plans, including executive compensation, payroll tax, corporate taxation, and transaction advisory services.

Minimum Qualifications:

• Bachelor's degree in Accounting or related field from an accredited university
• One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license
• Minimum of eight years of experience including client facing roles and oversight of others
• Proactive, growth-oriented with ability to build professional network
• Strong computer skills, including proficiency in Microsoft Excel
• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment
• Ability to work effectively in a professional office environment and, as…