Tax Director/Partner, Employee Benefit Plans and Compensation
Anchin, Block & Anchin LLP•New York, NY / Uniondale, NY / Boca Raton, FL / Palm Beach Gardens, FL / Remote
Tax Director/Partner, Employee Benefit Plans and Compensation
Anchin, Block & Anchin LLP•New York, NY / Uniondale, NY / Boca Raton, FL / Palm Beach Gardens, FL / Remote
Tax Director/Partner, Employee Benefit Plans and Compensation
Anchin, Block & Anchin LLP
The Tax Director/Partner at Anchin is a leadership role focused on employee benefits and compensation within the tax department. This position involves strategic tax planning, compliance oversight, and collaboration with clients and internal teams to ensure adherence to tax laws. Anchin is a recognized CPA and consulting firm based in New York, offering a range of financial advisory services.
Qualification
- Deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation.
- Experience in tax compliance and strategic tax planning.
- Ability to collaborate with internal teams and external clients.
- Strong advisory skills in deferred compensation and retirement planning.
- Leadership experience supervising senior managers and below.
Responsibility
- 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.
- Understand how an individual's IRA and qualified plan assets can be used to accomplish charitable and estate planning goals.
- Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures.
- Identify and communicate planning opportunities and risk mitigation strategies related to employee benefits.
