- Assist in the management and operation of a third-party administration practice for defined contribution plans including plan design, non-discrimination testing and tax compliance. Effectively plan multiple engagements simultaneously, managing operations and revenue, and delegating to and supervising associates. Considered a technical resource and demonstrates sound knowledge of topics through a broad range of experiences.
- Work with clients in the creation and administration of non-qualified deferred compensation programs including equity-based programs (actual and synthetic), short and long-term cash-based incentive programs.
- Consult with clients regarding their needs with Affordable Care Act issues, including annual compliance and dealing with IRS notices regarding non-compliance.
- Conduct compensation studies for clients who seek to understand what market levels of pay are for selected positions.
- Participate in the preparation of 'golden parachute excise tax' projections for clients who are acquiring/being acquired.
- Research highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions in the circumstances
- Set achievable "new business" as well as "cross-selling" revenue goals for current and subsequent years. Utilizes the Business Development Platform to track opportunities and wins
- Initiates risk management strategies and tactics. Identify and communicates areas of exposure to risk, and participates in discussions to mitigate the risk. Ensure quality control procedures are being executed
- Manage people and functions through the following skills, but not limited to; coaching, decision making, problem solving, strategy & planning, delegation, leadership and team building
- Proactively participate in professional development opportunities, i.e. Mentoring Program, Coaching, Continuing Professional Education Courses, etc.
- Keep current on professional pronouncements (i.e. tax law changes, FASB/ASC, pronouncements, etc.)
- Contributes to articles or other media to be included in the Firm's newsletters and/or industry publications by assisting with research and writing projects, or other media.
- Displays willingness to participate in Firm marketing and recruiting activities. Help identify and recruit quality candidates.
- Minimal travel to client sites may be required
- Additional responsibilities, not listed above may be expected as needed
- BA/BS/MS in Accounting or Tax from an accredited college or university.
- Requires a CPA certification or a J.D.
- Working knowledge of tax laws
- 7-10 years of relevant experience preferred, either in a public accounting firm, a law firm or a consulting firm
- Strong technology skills with proficiency in Excel, Word & PowerPoint
- Working knowledge and experience with CCH Axcess, BNA Online, and Go File Room are a plus
- Strong verbal and written communication skills and be able to listen effectively
- Excellent judgment and the ability to work independently
- Very good training skills and the ability to supervise large engagements.
- Effective time management, organizational, and analytical abilities
- Flexibility and openness to work on a variety of assignments; able to multi-task
- Work well under pressure and with a team; able to meet deadlines with accuracy
- Strong technical skills pertaining to tax compliance, agency correspondence and tax research
- Ability to manage client relationships
-
Tax Director
1 week ago
Marcum LLP Akron, United StatesMarcum LLP Job Description: · Marcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, ...
-
Director of Treasury and Tax
1 week ago
Akron Children's Hospital Akron, United StatesFull - Time: 40 Hours Per Week · 1st Shift: 8am - 4:30pm · Monday - Friday · Remote with Onsite Requirements as Needed · Applicant Must Reside in Ohio or Pennsylvania at the Time of Offer · Summary: · The Director of Treasury and Tax directs the strategy as well as operational ...
-
Manager/Director of Tax
2 weeks ago
EY Akron, OH, United StatesAt EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. As a Tax Manager, ...
-
Director, Tax Planning Specialist
1 week ago
The Charles Schwab Corporation Westlake, OH, United StatesYour OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (WAS) organization offers i ...
-
Sr. Tax Manager
1 week ago
Dealer Tire Cleveland, United StatesWho We Are · We're Dealer Tire, a family-owned, international distributor of tires and parts established in 1918 in Cleveland, OH. We're laser focused on helping the world's largest and most trusted auto manufacturers grow their tire business-in fact, we've sold more than 60 mil ...
-
Payroll Specialist
3 days ago
Flexjet Cleveland, United StatesFlexjet, the second-largest private aviation company, is currently seeking qualified candidates to join our Human Resources Department as a Payroll Specialist. This position supports the processing of payroll files and earning statements for ten of our sister companies; as well a ...
-
Payroll Specialist
1 week ago
Flexjet Cleveland, United StatesFlexjet, the second-largest private aviation company, is currently seeking qualified candidates to join our Human Resources Department as a Payroll Specialist. This position supports the processing of payroll files and earning statements for ten of our sister companies; as well a ...
-
Assistant Director of Financial Aid
1 week ago
Case Western Reserve University Cleveland, United StatesJob Description · POSITION OBJECTIVE · The Assistant Director will administer financial aid for undergraduate and graduate programs of study. The assistant director will serve as a financial aid advisor to the university and is instrumental in the recruitment of prospective stude ...
-
Manager, Tax
2 weeks ago
AmTrust Financial Cleveland, United StatesOverview: · Lead the State and Local tax (SALT) function of a multinational insurance holding company. This role is primarily responsible for conducting tax research, planning, and compliance. Youll focus on issues related to income and franchise tax, personal property and real ...
-
Tax Supervisor
1 week ago
Corrigan Krause CPAs Cleveland, United StatesJob Title: Tax Supervisor · We are very excited about our growth opportunities and are seeking highly motivated individuals with a commitment to client service to join our team · Why You Should Consider Corrigan Krause · We are committed to hiring bright and determined individ ...
-
Manager, Tax
1 week ago
AmTrust Financial Cleveland, United States· Manager, Tax · Job Locations · US-OH-Cleveland · Requisition ID · Category · Finance · Position Type · Regular Full-Time · Overview · Lead the State and Local tax (SALT) function of a multinational insurance holding company. This role is primarily responsible for conducting ta ...
-
Tax Senior Manager
1 week ago
HW&Co. Cleveland, United StatesHW&Co. isn't your typical CPA and Consulting firm. We have a variety of non-traditional specialties, resulting in a diversity of employee personalities and strengths. · We're a public accounting and consulting firm with around 150 people across six locations in Cleveland, Columbu ...
-
Tax Manager
5 days ago
Stonepath Cleveland, United StatesTitle: Tax Manager · Compensation: $150k - $200k+ Depending on Experience · Location: Cleveland, Ohio · Type: Full-Time · We are seeking to hire a talented Tax Manager for a distinguished public accounting company known for maintaining a good work-life balance while exceeding ...
-
Payroll Clerk 4
1 week ago
Case Western Reserve University Cleveland, United StatesJob Description · POSITION OBJECTIVE · Working under general direction and independently, utilize PeopleSoft HCM to process adjustments required on employee pay sheets and during payroll processing for both mid-month and end-of-month paychecks. Verify the accuracy of documentatio ...
-
Tax Senior Manager
2 days ago
HW&Co. Cleveland, United StatesHW&Co. isn't your typical CPA and Consulting firm. We have a variety of non-traditional specialties, resulting in a diversity of employee personalities and strengths. · We're a public accounting and consulting firm with around 150 people across six locations in Cleveland, Columbu ...
-
Chief Financial Officer
1 week ago
General Placement Service Cleveland, United StatesJoin a long-standing company known for their rich culture and traditional values · Established, $1B+ Insurance Company located in Cleveland, Ohio is seeking a Chief Financial Officer to oversee all financial operations for the company. Ideal candidate will be a motivated, team-p ...
-
Director of Finance
1 day ago
Enprotech Cleveland, United StatesEnprotech Industrial Technologies is a supplier of repair, rebuilding, and field services for the metal forming and steel industry. We are rapidly growing and looking to expand our team Enprotech is in search of positive attitudes that can provide urgency and innovative solutions ...
-
High Net Worth Tax Manager
1 week ago
CyberCoders Cleveland, OH, United StatesNew Haven, CT · • Chicago, IL · • Atlanta, GA · • Cleveland, OH · • Houston, TXRemote Available Full-time $175,000.We are looking for a Director/Partner level Tax Executive who is experienced in overseeing tax engagements from start to finish including budgeting, staffing, pl ...
-
Indirect Tax Manager
4 days ago
Dealer Tire Cleveland, United StatesWho We Are · We're Dealer Tire, a family-owned, international distributor of tires and parts established in 1918 in Cleveland, OH. We're laser focused on helping the world's largest and most trusted auto manufacturers grow their tire business-in fact, we've sold more than 60 mil ...
-
Indirect Tax Manager
1 week ago
Dealer Tire Cleveland, United StatesWho We Are · We're Dealer Tire, a family-owned, international distributor of tires and parts established in 1918 in Cleveland, OH. We're laser focused on helping the world's largest and most trusted auto manufacturers grow their tire business-in fact, we've sold more than 60 mil ...
Tax Director - Cleveland, United States - Marcum LLP
Description
Marcum LLP offers a great career with exceptional benefits.
There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Marcum LLP is seeking a Tax Director with a focus in Compensation & Benefits to join our growing and well-established national firm. Due to succession planning, this role has the opportunity to take over as national practice leader within 12-18 months.
The Tax Director is responsible for using their consulting and compliance experience and education in the fields of tax qualified retirement programs, executive compensation and welfare plans to assist our clients in providing their employees with employee benefit programs that satisfy their needs while providing the client with tax compliant and cost effective solutions. The Director develops and maintains expertise on specialized areas within this field, including but not limited to Internal Revenue Code Sections 409A and 280G, executive compensation practices in both publicly and privately held companies, ERISA and the design and administration of tax qualified retirement programs.
We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages, as well as a hybrid work environment.
Essential Duties
Additional Responsibilities
Qualifications
#LI-MM1
