Anchin · 6 days ago
Tax Director/Partner, Employee Benefit Plans and Compensation
New York, NY
Full-time
Hybrid
Director/Executive
$160K/yr - $350K/yr
10+ years expAnchin is a New York City based Certified Public Accounting and Consulting firm that provides expert financial advisory to companies across a diverse range of industries. The Tax Director/Partner is responsible for general tax compliance and managing the tax aspects of deferred compensation, retirement planning, and employee benefits for clients, ensuring adherence to tax laws and providing strategic guidance.
Accounting
Responsibilities
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 individuals overall tax strategy. Including any required minimum distributions
Understanding 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 benefit plans
Review Form 5500 filings prepared by the firm for health and welfare benefit plans
Perform tax reviews of selected employee benefit plans audited by the firm’s audit team, ensuring compliance with IRS, DOL, and PBGC requirements
Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives
Foster a collaborative and positive work environment, promoting professional development
Advise, mentor, and develop a team of professionals working in the employee benefit area
Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation
Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders
Serve as the primary point of contact for clients regarding employee benefit and related tax matters
Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions
Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance
Contribute to the firm’s internal training, thought leadership, and external marketing efforts in the benefits and compensation space
Monitor industry trends and regulatory changes impacting employee benefit taxation and executive compensation
Qualification
Required
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field
10+ years of extensive experience in tax, with a focus on employee benefits
Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits
Proven leadership and team management skills
Excellent communication and interpersonal skills
Ability to analyze complex tax issues and provide strategic solutions
Detail-oriented with strong organizational and project management abilities
Preferred
CPA preferred
Benefits
Comprehensive benefits
Company
Anchin
Anchin is a leading accounting, tax, and advisory firm specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families.
501-1000 employees
H1B Sponsorship
Anchin has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (8)
2023 (9)
2022 (3)
2021 (1)
Funding
Current Stage
Late StageLeadership Team
Stephen Plattman
Partner
Recent News
2025-12-05
2025-11-24
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