Business Tax Services Manager

LiveWell Homecare Agency, LLC; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Job summary

LiveWell Homecare Agency, LLC seeks a Manager in Business Tax Services - Employee Benefits Compliance to lead a team responsible for Form 5500 preparation, review, and filing. The role focuses on ERISA and IRS compliance across plans of varying sizes in a dynamic services environment.

The ideal candidate has extensive experience in employee benefit plan compliance, with proven leadership and strong communication skills to coordinate with auditors and internal teams in a compliant, client-focused

Qualifications

• Minimum five years of relevant experience in employee benefit plan compliance, tax, or audit.
• At least two years in a supervisory role.
• Bachelor's degree required; professional credentials such as CPA, JD/LLM, or EA preferred.
• Deep knowledge of ERISA and IRS regulations.
• Strong leadership, project management, and communication skills are essential.

Responsibilities

• Oversee data analysis for compliance with ERISA and IRS regulations, ensuring accuracy in financial and participant data.
• Lead a team responsible for preparing, reviewing, and electronically filing Form 5500s and related documents.
• Act as the primary contact for internal teams and external auditors; manage engagement risks.
• Monitor evolving regulations and uphold professional integrity.

Skills

Leadership

Project management

Communication

Data analysis

Education

Bachelor's degree

CPA

JD/LLM

EA

Job description

Role Overview:

The Manager in Business Tax Services - Employee Benefits Compliance leads and manages a team responsible for preparing, reviewing, and electronically filing Form 5500s and related documents for various employee benefit plans.

Key Responsibilities:

Oversee data analysis for compliance with ERISA and IRS regulations, ensure accuracy in financial and participant data, and deliver services to clients of different sizes. Act as the primary contact for internal teams and external auditors, manage engagement risks, monitor evolving regulations, and uphold professional integrity.

Qualifications & Skills:

Minimum five years of relevant experience in employee benefit plan compliance, tax, or audit, with at least two years in a supervisory role. Bachelor's degree required; professional credentials such as CPA, JD/LLM, or EA preferred. Deep knowledge of ERISA and IRS regulations, proven leadership, project management, and strong communication skills are essential.

Key Attributes:

Leadership, problem-solving, client relationship-building, and commitment to professional ethics. The role offers opportunities for career development through diverse engagements, training, and mentorship in a collaborative, innovative environment.