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Principal Financial Group · 5 hours ago

Assistant Director-Advanced Solutions

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

$127K/yr - $171K/yr

7+ years exp

Principal Financial Group is a purpose-led firm focused on making financial security accessible to all. They are seeking an Assistant Director of Advanced Solutions to provide critical support on complex tax, accounting, and regulatory topics for business and executive benefits programs, while also monitoring legislative and regulatory matters.

Financial ServicesInsurance

No H1B

Responsibilities

Provide analysis and recommendations on highly complex fact patterns related to Internal Revenue Code Section 409A and 457 including the assistance of IRS corrections procedures

Respond promptly and accurately to customer inquiries regarding payroll topics, accounting treatment, and regulatory reporting. This includes the tax reporting of contributions, distributions, FICA, and SEC reporting related to nonqualified deferred compensation plans

Monitor legislative, regulatory, accounting and tax related activity. Provide insight to business unit management, develop communication materials, and deliver messaging to wholesalers, producers and existing clients

Draft, design and condense sophisticated subject matter topics into relevant, understandable and action-oriented communications for participants, employer, and internal staff

Maintain and provide the highest level of expertise in tax, accounting, and legal matters

Participate in strategic planning and policy development for the area. Work with and through other departments to provide effective solutions and systems

Qualification

CPA designationInternal Revenue Code knowledgeNonqualified benefits expertiseFINRA Series 6 registrationTax planning knowledgeStrategic planningCustomer serviceCommunication skills

Required

FINRA Series 6 registration is required or must be obtained within 18 months of employment. Must meet firm standards for registration within applicable jurisdictions

Must understand the sales process and comprehensive knowledge of state and federal laws relating to tax planning and insurance as well as an appreciation of product features and market trends

Preferred

Bachelor's degree in Finance, Accounting, or Business preferred

CPA designation and 7+ years related experience preferred

Understanding of nonqualified benefits programs and familiarity with the relevant Internal Revenue Code sections, including 409A and 457, preferred

Industry designations (eg CLU, ChFC, CFP, FLMI), or progress towards, preferred

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.

Pension Eligible

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees