Global Services-Retirement Plan Services Senior Associate-; k and ESOP Administrati

Global Employer Services – Retirement Plan Services Senior Associate (401(k) and ESOP Administration)

Job Description

The STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients’ current and future taxes. The STS GES Senior Associate is also responsible for executing tasks relating to taxation of equity compensation, deferred compensation, and individual and corporate income taxes.

• Research – Identify situations in which research is necessary, and provide an outline of the issue(s) as well as the appropriate source of research to be utilized.
• Analyze researched facts and the sources utilized.
• Compose detailed reports of the research findings.
• Research and assist with compensation planning and/or benchmarking for executive compensation models.
• Tax Compliance – Ensure clients comply with applicable authorities while identifying options for minimizing compensation-related tax and reporting burdens.
• Obtain required client information.
• Accomplish basic tasks as well as documents and organize work product for review by senior Compensation & Benefits professionals.
• Compensation and Benefits Consulting – Review SEC filings of public companies, survey data, issue briefs prepared by legal and accounting experts and “best practice” guidelines published by investor advisory groups as background for providing clients with creative approaches to compensation opportunities that promote shareholders’ interests.
• Monitor tax and other regulatory actions regarding executive compensation rules, and advise clients on compliance strategies.
• Strategy Development – Assist in the preparation of studies of market practices as well as tax and regulatory activities to identify alternative courses of action to clients.
• Develop an understanding of the impact of clients’ business objectives as they relate to the development of compensation strategies.
• Supervisory Responsibilities – Supervise the day-to-day workload and review work of Compensation & Benefits Associates and Interns on assigned engagements.
• Ensure Associates and Interns are trained on all relevant software.
• Assist in the development of Associates and Interns to enhance professional development.
• Deliver periodic performance feedback, and complete performance evaluations for Associates and Interns.

• Bachelor’s degree required; focus in Business, Accounting, or Human Resources, preferred.
• Master’s degree preferred.

• Two (2) or more years of prior work experience required; focus in compensation and/or strategic service consulting, preferred.

• Certified Compensation Professional, CPA certification or other relevant certification, preferred.

• Statistical software packages, preferred.
• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred.

• High proficiency in English, both verbal and written (including technical writing skills), preferred.

• Excellent verbal and written communication skills.
• Ability to successfully interact with professionals at all levels.
• Strong analytical and research skills.
• Solid organizational skills.
• Ability to meet project deadlines with a focus on details.
• Ability to successfully multi-task while working independently or within a group environment.
• Capable of effectively managing a team of professionals, and delegating work assignments as needed.
• Ability to build and maintain strong relationships with internal and client personnel.
• Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel.
• Moderate knowledge and understanding of legislative process regarding tax policy.

Individual salaries are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

• National Range: $73,500 - $131,250
• Maryland Range: $73,500 - $131,250
• NYC/Long Island/Westchester Range: $73,500 - $131,250
• Washington DC Range: $73,500 - $131,250

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