Tax Director/Partner- Employment Benefit Plans - REMOTE (cpa firm) Job at CPA firm, Houston, TX

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  • CPA firm
  • Houston, TX

Job Description

Overview : CPA firm seeking a Tax Director/Partner with a specialty in Compensation and Benefits. Candidate will be responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position can be fully REMOTE. RESPONSIBILITIES: Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation. Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individual’s overall tax strategy. Including any required minimum distributions. Understanding how an individual’s IRA and qualified plan assets can be used to accomplish charitable and estate planning goals. Section 409A compliance, and executive compensation structures. Review Form 5500 filings prepared by the firm for health and welfare benefit plans. Perform tax reviews of selected employee benefit plans audited by the firm’s audit team, ensuring compliance with IRS, DOL, and PBGC requirements. Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives. QUALIFICATIONS: CPA 10+ years of extensive experience in tax, with a focus on employee benefits. Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits. Proven leadership and team management skills.

Job Tags

Remote work,

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