Retirement Plans & Benefits Consulting Lead

Alvarez & Marsal; Washington (District of Columbia); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Healthcare plans

Flexible spending accounts

Life insurance

AD&D

Disability coverage

401(k) with discretionary contribution

Paid time off

Job summary

Alvarez & Marsal in Washington, DC seeks a Manager-level professional to work on qualified retirement plans, plan design, merger activity, fiduciary responsibility, and operational compliance.

You will conduct nondiscrimination testing, assist in identifying compliance issues, perform tax research, and draft memoranda. The role requires 3–5 years of experience, strong writing, and ability to explain complex concepts to diverse audiences.

Qualifications

• Bachelor’s Degree required; Juris Doctor, Master’s 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 an 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.

Responsibilities

• Provide consulting expertise to clients on 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.
• Interpret and apply laws, regulations, judicial precedent and other guidance.
• Draft memoranda detailing the application of complex tax and ERISA provisions.
• Review work of project team.

Skills

Microsoft Excel

Research and writing

Communication

Team collaboration

Self-starter

Education

Bachelor's degree

Juris Doctor

CPA

Master’s in Tax

Tools

Microsoft Office

Job description

Alvarez & Marsal in Washington, DC seeks a Manager-level professional to work on qualified retirement plans, plan design, merger activity, fiduciary responsibility, and operational compliance.

You will conduct nondiscrimination testing, assist in identifying compliance issues, perform tax research, and draft memoranda. The role requires 3–5 years of experience, strong writing, and ability to explain complex concepts to diverse audiences.