Manager, Retirement Plans & Benefits

Alvarez & Marsal; City of Rochester (NY); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) retirement plan

Healthcare plans

Paid time off

Life/AD&D insurance

Flexible spending accounts

Job summary

Alvarez & Marsal seeks a Manager, Retirement Plans & Benefits in New York to lead consulting on qualified retirement plan design, mergers and acquisitions, and fiduciary compliance. You will perform nondiscrimination testing, identify compliance issues, draft IRS/DOL submissions, and supervise team work while applying tax and ERISA guidance.

The role requires a JD or advanced tax credential, 3–5 years in retirement plans, strong communication, and the ability to manage multiple complex projects

Qualifications

• Bachelor’s degree required; JD, Masters in Tax, licensed CPA, or specialty certification preferred.
• 3-5 years of experience handling technical issues with qualified retirement plans
• Experience in a management role
• Strong PC skills including Microsoft Excel
• Excellent research and writing skills
• Ability to explain complex concepts clearly to diverse audiences
• Willingness to learn quickly and manage multiple projects concurrently

Responsibilities

• Provide consulting expertise on plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance
• Conduct complex nondiscrimination testing for qualified retirement plans
• Identify compliance issues, calculate corrections, and draft IRS/DOL submissions
• Perform tax research and summarize conclusions
• Review results and write client communications
• Draft memoranda detailing application of complex tax and ERISA provisions
• Review work of project team

Skills

Strong PC skills

Excellent research and writing

Clear communication

Education

Juris Doctor

Masters in Tax

CPA license

Bachelor’s Degree

Tools

Microsoft Excel

Job description

Description

Manager, Retirement Plans & Benefits

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

The Team

The Compensation and Benefits group provides a full range of compensation and benefit services and solutions including: Internal Revenue Code compliance for retirement plans and executive compensation, M&A, due diligence, operational reviews and enhancements, and compensation benchmarking analysis.

This firm is seeking an ambitious, career-driven Manager-level professional who is looking for an entrepreneurial, fast paced environment where teamwork is an integral part of our everyday practice. As part of the team, you will be responsible for work on a variety of consulting projects focusing on qualified retirement plans.

How you will contribute

Responsibilities:

• Provide consulting expertise to clients on matters such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance
• Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans
• Assist in the identification of compliance issues in qualified retirement plans, calculate corrections and draft submissions for the IRS and DOL correction programs
• Perform tax research and draft summaries of conclusions
• Review the calculations and work product of peers for accuracy and reasonableness, serving as a thorough reviewer of data and results, and draft correspondence to clients
• Interpreting and applying laws, regulations, judicial precedent and other guidance
• Draft memoranda detailing the application of complex tax and ERISA provisions
• Review work of project team

Qualifications:

• Bachelor’s Degree required; Juris Doctor, Masters in Tax, licensed CPA, or specialty compensation and benefits certification preferred.
• 3-5 years of experience working with technical issues regarding qualified retirement plans
• Experience in a management role
• Strong PC skills, including Microsoft Office applications, especially Microsoft Excel
• Highly motivated self-starter
• Must be able to take active role as part of a team
• Excellent research and writing skills
• Strong ability to explain complicated concepts in an understandable manner to a variety of audiences
• Capacity to learn quickly and willingness to try new things
• Flexibility to engage concurrently on multiple complex projects

Your journey at A&M

At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Clickherefor more information regarding A&M’s benefits programs

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

Thesalaryrange is $110,000- $140,000annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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