Manager, Retirement Plans

Description

Manager, Retirement Plans & Benefits

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth.

Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

The Team

The 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 Manager-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.

How you will contribute

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
• Review work of project team

Qualifications:

• Bachelor’s Degree required;
  Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred.
• 3-5 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
• Flexibility to engage concurrently on multiple complex projects

Your journey at A&M

At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way.

We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.

Regular employees working 30 or more…